HUM
Humana Inc
4 super-investors hold HUM worth a combined $2.97B. The largest position: Richard Pzena at 3.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #327 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own HUM
Stanley Druckenmiller opened a new position in HUM in 2026Q1, the most notable development in a cohort that has been largely absent from the stock — owner count has bounced between 0 and 1 across the prior seven quarters, never reaching 2. The four current holders are led by Richard Pzena at 3.1% portfolio concentration and $949M, and Dodge & Cox at $2.0B, both of whom appear to be longer-standing holders rather than new entrants this quarter. Druckenmiller's stake is small at $24M, representing 0.8% of his portfolio. With no additions or trims from existing holders, overall cohort interest remains thin and tentative, though Druckenmiller's entry is a marginal signal worth monitoring.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.1% | 8q | $1.97B | 11,380,673 |
| 2 | Richard Pzena | 3.1% | 18q | $949M | 5,470,982 |
| 3 | Joel Greenblatt | <0.1% | 38q | $25M | 141,650 |
| 4 | Stanley Druckenmiller | 0.8% | — 1q | $24M | 137,505 |
Owners of HUM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.8% | +100% | $24M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 444859102. Not investment advice.