IEX
Idex Corp
3 super-investors hold IEX worth a combined $204M. The largest position: Wallace Weitz at 3.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #576 of 724 scored stocks.
Why super-investors own IEX
Interest in IEX within this cohort is narrow and has shown no sign of expanding, with ownership flat at just one holder for the eight quarters prior to the current period, now ticking up to three. Wallace Weitz is the only manager with meaningful conviction, carrying a 3.5% portfolio weight worth roughly $50M — though he trimmed the position in 2026Q1, the sole activity recorded this quarter. Joel Greenblatt holds a larger nominal position at $153M but at a negligible 0.1% portfolio weight, suggesting a quantitative or diversified-strategy context rather than high-conviction ownership. Mairs & Power Funds holds a token stake under $1M. With no new entrants, no additions, and Weitz reducing, super-investor interest in IEX looks stable at best, fading at the margin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 39q | $153M | 808,651 |
| 2 | Wallace Weitz | 3.5% | 25q | $50M | 264,300 |
| 3 | Mairs & Power Funds | <0.1% | 16q | $758K | 4,000 |
Owners of IEX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | TRIM | 3.5% | -32% | $50M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 45167R104. Not investment advice.