HUT
Hut 8 Corp
3 super-investors hold HUT worth a combined $348M. The largest position: Stephen Mandel at 2.3% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 25 — ranked #560 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own HUT
The defining development this quarter is simultaneous new positions from Stephen Mandel and Daniel Loeb, bringing cohort ownership from zero to three after six quarters of near-absence. Mandel's stake is the more consequential: at $285M and 2.3% of his portfolio, it accounts for roughly 82% of the cohort's combined $348M exposure and represents one of the larger position initiations across the tracked universe this period. Loeb added $41M at 2.0% concentration, while Joel Greenblatt holds a negligible $22M slice. The owner-count chart — 1, 1, 0, 0, 0, 0, then jumping to 2 new entrants in a single quarter — signals a sharp reversal in interest rather than gradual accumulation, with Mandel's sizing in particular suggesting high conviction on initiation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 2.3% | 3q | $285M | 6,078,951 |
| 2 | Daniel Loeb | 2.0% | — 1q | $41M | 869,563 |
| 3 | Joel Greenblatt | <0.1% | 10q | $22M | 470,406 |
Owners of HUT also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | NEW | 2.0% | +100% | $41M | May 15, 2026 |
| Stephen Mandel | NEW | 2.3% | +100% | $285M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 44812J104. Not investment advice.