JHG

Janus Henderson Group Plc

2 super-investor ownerscombined $1.83Blargest position 42.4%

2 super-investors hold JHG worth a combined $1.83B. The largest position: Nelson Peltz at 42.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 50 — ranked #43 of 724 scored stocks.

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Why super-investors own JHG

Nelson Peltz dominates this story: his $1.6B stake in Janus Henderson represents 42.4% of his tracked portfolio, making it by far his highest-conviction position and accounting for the overwhelming majority of the cohort's $1.8B combined exposure. Joel Greenblatt holds a token 0.1% allocation alongside him. Cohort ownership has been locked at a stable one or two holders for eight consecutive quarters, with zero activity in 2026Q1 — no additions, trims, or exits. Interest is neither rising nor fading; Peltz's position is effectively static and dominant, reflecting a long-running concentrated bet rather than any emerging consensus among the broader super-investor cohort.

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