KGC
Kinross Gold Corp
4 super-investors hold KGC worth a combined $271M. The largest position: Christopher Bloomstran at 5.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 28 — ranked #442 of 724 scored stocks.
Why super-investors own KGC
Christopher Bloomstran is the only name in this cohort with meaningful conviction on KGC, holding it at 5.5% of his portfolio — a $46M position that represents genuine concentration. First Eagle holds $218M by dollar value but at a negligible 0.3% of their much larger book, consistent with their broad gold-sector exposure rather than a targeted bet. Ainslie and Greenblatt are effectively rounding errors. The cohort count has been flat at one high-conviction holder for eight consecutive quarters, and the sole activity in 2026Q1 was Bloomstran trimming his position. There is no sign of rising interest — no new entrants, no additions — making this a story of stable but narrow ownership that edged slightly smaller this quarter.
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 | First Eagle Investment Management | 0.3% | 31q | $218M | 7,140,993 |
| 2 | Christopher Bloomstran | 5.5% | 40q | $46M | 1,508,941 |
| 3 | Joel Greenblatt | <0.1% | 40q | $7M | 221,550 |
| 4 | Lee Ainslie | <0.1% | 7q | $611K | 19,978 |
Owners of KGC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Christopher Bloomstran | TRIM | 5.5% | -29% | $46M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 496902404. Not investment advice.