IR
Ingersoll-rand Inc
3 super-investors hold IR worth a combined $127M. The largest position: Wallace Weitz at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 27 — ranked #487 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own IR
Cohort interest in IR is minimal and largely dormant, with only three super-investors holding a combined $127M as of 2026Q1. The most consequential development this quarter is Wallace Weitz initiating a new position worth $11M, representing 0.7% of his portfolio — the highest concentration in the cohort. Sarah Ketterer holds the largest dollar stake at $50M (0.6% of her portfolio), while Joel Greenblatt's $66M position registers as a rounding error at effectively 0.0% of his fund. The eight-quarter owner-count history — collapsing from one to zero for six consecutive quarters before ticking back to one — signals that Weitz's entry is a tentative re-emergence rather than any broadening of conviction across the cohort.
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% | 23q | $66M | 821,645 |
| 2 | Sarah Ketterer | 0.6% | 4q | $50M | 626,062 |
| 3 | Wallace Weitz | 0.7% | 14q | $11M | 133,200 |
Owners of IR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | NEW | 0.7% | +100% | $11M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 45687V106. Not investment advice.