IDT

Idt Corp-class B

2 super-investor ownerscombined $24Mlargest position 3.2%

2 super-investors hold IDT worth a combined $24M. The largest position: Kahn Brothers Group at 3.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #451 of 724 scored stocks.

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Why super-investors own IDT

Interest in IDT within this cohort is minimal and static: only two managers hold the stock, collectively representing $24M, and the owner count has been flat at one or two for the past eight quarters with zero activity this quarter — no adds, trims, or exits. Kahn Brothers Group accounts for the bulk of exposure at $18M, where it constitutes 3.2% of their portfolio, making it their most meaningful conviction here by a considerable margin. Joel Greenblatt's $6M position rounds out the cohort but registers as a rounding error in his portfolio. The absence of any buying or selling activity this quarter suggests both holders are in a holding pattern, and the broader cohort shows no appetite to initiate.

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