IAC
Iac Inc
4 super-investors hold IAC worth a combined $370M. The largest position: Mason Hawkins at 7.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 33 — ranked #276 of 724 scored stocks.
Why super-investors own IAC
Four super-investors hold IAC with a combined $370M in exposure, but ownership is tightly concentrated: Mason Hawkins at Southeastern Asset Management carries the heaviest conviction at 7.9% of his portfolio ($161M), followed by Samantha McLemore at 4.0% ($108M). Christopher Davis and Joel Greenblatt round out the cohort with smaller positions. Notably, the owner count in 2026Q1 reached its highest point in recent history after sitting at just two holders for six consecutive quarters — suggesting incremental but cautious re-engagement with the name. No one added, trimmed, or exited this quarter, indicating the current cohort is holding steady. Interest appears to be stabilizing rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 7.9% | 19q | $161M | 4,022,729 |
| 2 | Samantha McLemore | 4.0% | 12q | $108M | 2,699,564 |
| 3 | Christopher Davis | 0.4% | 20q | $97M | 2,413,247 |
| 4 | Joel Greenblatt | <0.1% | 19q | $4M | 98,774 |
Owners of IAC also hold
Long US equity 13F-HR filings only. CUSIP 44891N208. Not investment advice.