ITRN
Ituran Location And Control
4 super-investors hold ITRN worth a combined $37M. The largest position: Bill Miller at 2.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 29 — ranked #430 of 724 scored stocks.
Why super-investors own ITRN
Ownership of ITRN within this cohort is modest and stable: four managers hold a combined $37M, with no additions, trims, or exits recorded in 2026Q1. Bill Miller carries the highest conviction, with a 2.6% portfolio weight and roughly $10M invested — making him the clear anchor of the group. Vulcan Value Partners holds the largest dollar position at $24M but at just 0.6% concentration, suggesting a smaller-sleeve allocation relative to their overall book. Joel Greenblatt and Sarah Ketterer each hold negligible weights. The eight-quarter ownership trend shows a slow drift upward — from one holder to two — but has plateaued there, indicating interest is neither building nor eroding meaningfully at present.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Vulcan Value Partners | 0.6% | 40q | $24M | 493,840 |
| 2 | Bill Miller | 2.6% | 3q | $10M | 203,900 |
| 3 | Joel Greenblatt | <0.1% | 31q | $2M | 45,830 |
| 4 | Sarah Ketterer | <0.1% | 3q | $1M | 20,439 |
Owners of ITRN also hold
Long US equity 13F-HR filings only. CUSIP M6158M104. Not investment advice.