IMO
Imperial Oil Ltd
3 super-investors hold IMO worth a combined $1.86B. The largest position: First Eagle Investment Management at 2.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #436 of 724 scored stocks.
Why super-investors own IMO
Ownership of IMO within this cohort is almost entirely a First Eagle story: the firm holds $1.8B of the cohort's $1.9B combined position, representing 2.4% of its portfolio — the only instance of meaningful conviction here. Francis Chou and Joel Greenblatt round out the three holders, but their combined exposure is negligible. Activity in 2026Q1 was flat across the board, with no additions, trims, or exits, and the cohort owner count has held at a single institutional anchor for eight consecutive quarters before the other two arrived. Interest is neither rising nor fading — it is static, anchored by one large, unmoved holder with two marginal satellites alongside it.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 2.4% | 40q | $1.83B | 13,972,305 |
| 2 | Joel Greenblatt | <0.1% | 35q | $30M | 226,894 |
| 3 | Francis Chou | 0.3% | 9q | $655K | 5,000 |
Owners of IMO also hold
Long US equity 13F-HR filings only. CUSIP 453038408. Not investment advice.