ICFI
Icf International Inc
2 super-investors hold ICFI worth a combined $8M. The largest position: Third Avenue Management at 0.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #256 of 724 scored stocks.
Why super-investors own ICFI
Coverage of ICFI within the tracked cohort is minimal and largely unchanged — one owner for seven consecutive quarters before Joel Greenblatt added a negligible stake this quarter, bringing the total to two. The combined position is just $8M, and even the highest-conviction holder, Third Avenue Management, has it at only 0.8% of its portfolio — a small-cap value placeholder rather than a high-conviction bet. Third Avenue added to its $5M position in 2026Q1, the only activity of note. Greenblatt's $4M holding rounds to 0.0% of his portfolio, suggesting it is a quantitative screen residual rather than a deliberate thesis. Broader super-investor interest in ICFI shows no sign of accelerating.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 0.8% | 40q | $5M | 71,736 |
| 2 | Joel Greenblatt | <0.1% | 36q | $4M | 56,123 |
Owners of ICFI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | ADD | 0.8% | +36% | $5M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 44925C103. Not investment advice.