IBM

Intl Business Machines Corp

4 super-investor ownerscombined $101Mlargest position 0.1%

1 EXIT

4 super-investors hold IBM worth a combined $101M. The largest position: Joel Greenblatt at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #577 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own IBM

Cohort interest in IBM is thin and drifting lower. Only four of the roughly 80 tracked super-investors hold the stock, and the positions are uniformly small — the highest portfolio concentration is just 0.1%, belonging to Joel Greenblatt, whose $89M stake accounts for the bulk of the cohort's $101M combined exposure. Kahn Brothers and Mairs & Power hold nominal positions, and Dodge & Cox rounds out the group at $11M. No one added or initiated in 2026Q1; the sole activity was Thomas Russo exiting entirely. The eight-quarter owner-count trajectory — peaking briefly at two before falling back to one core holder — reflects fading rather than building conviction across this cohort.

AI-synthesized from 13F filings. Not investment advice.