ICLR
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7 super-investors hold ICLR worth a combined $1.24B. The largest position: Glenn Greenberg at 8.2% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 35 — ranked #201 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own ICLR
Glenn Greenberg's new 8.2% position — worth $332M and the largest single allocation in this cohort — is the headline fact for ICLR this quarter. That initiation, combined with Greenhaven Associates adding to its existing 3.6% stake, pushed cohort ownership from 1 to 2 investors in 2026Q1, with combined holdings now at $1.2B across 7 owners. The ownership history tells a complicated story, though: the cohort peaked at 4 holders two years ago, contracted sharply to 1, and is now rebuilding. Bill Nygren holds the largest absolute position at $482M despite a modest 0.6% portfolio weight. Interest is cautiously rising after a period of fading conviction, driven almost entirely by Greenberg's high-confidence entry.
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 (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.6% | 4q | $482M | 4,351,317 |
| 2 | Glenn Greenberg | 8.2% | 7q | $332M | 2,996,811 |
| 3 | Greenhaven Associates | 3.6% | 4q | $222M | 2,002,411 |
| 4 | First Pacific Advisors | 1.5% | 15q | $110M | 991,075 |
| 5 | Harry Burn | 2.3% | — 1q | $69M | 626,958 |
| 6 | Joel Greenblatt | <0.1% | 37q | $28M | 251,607 |
| 7 | Lee Ainslie | <0.1% | 5q | $2M | 13,887 |
- 1Bill Nygrenport0.6%val$482M4,351,317 sh·4q held
- 2Glenn Greenbergport8.2%val$332M2,996,811 sh·7q held
- 3Greenhaven Associatesport3.6%val$222M2,002,411 sh·4q held
- 4First Pacific Advisorsport1.5%val$110M991,075 sh·15q held
- 5Harry Burnport2.3%val$69M626,958 sh·—1q held
- 6Joel Greenblattport<0.1%val$28M251,607 sh·37q held
- 7Lee Ainslieport<0.1%val$2M13,887 sh·5q held
Owners of ICLR also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | NEW | 8.2% | +100% | $332M | May 15, 2026 |
| Greenhaven Associates | ADD | 3.6% | +11412% | $222M | Apr 6, 2026 |
Long US equity 13F-HR filings only. CUSIP G4705A100. Not investment advice.