KHC
Kraft Heinz Co/the
9 super-investors hold KHC worth a combined $7.62B. The largest position: Prem Watsa at 6.1% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 40 — ranked #125 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own KHC
Cohort interest in KHC is quietly accelerating: ownership has risen from 2 to 6 super-investors over eight quarters, with Bruce Berkowitz and Francis Chou both initiating positions in 2026Q1 — the sharpest single-quarter jump in the tracked period. Warren Buffett remains the dominant holder by far, with a $7.3B position representing 2.8% of Berkshire's portfolio and accounting for roughly 96% of the cohort's combined $7.6B exposure. Prem Watsa carries the highest concentration at 6.1%, followed by Mason Hawkins at 4.4%. No existing holder trimmed or exited this quarter, meaning the cohort's posture is uniformly either holding or adding — a signal that value-oriented managers view current levels as at least worth initiating, if not adding to aggressively.
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 (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 2.8% | 40q | $7.32B | 325,634,818 |
| 2 | Prem Watsa | 6.1% | 7q | $118M | 5,268,200 |
| 3 | Mason Hawkins | 4.4% | 6q | $89M | 3,948,713 |
| 4 | Bill & Melinda Gates Foundation Trust | 0.2% | 15q | $56M | 2,472,600 |
| 5 | Joel Greenblatt | <0.1% | 38q | $13M | 593,393 |
| 6 | Mairs & Power Funds | 0.1% | 7q | $7M | 316,563 |
| 7 | Hillman Capital Management | 3.1% | 26q | $5M | 201,140 |
| 8 | Bruce Berkowitz | 0.2% | 5q | $2M | 105,300 |
| 9 | Francis Chou | 0.7% | — 1q | $2M | 69,500 |
- 1Warren Buffettport2.8%val$7.32B325,634,818 sh·40q held
- 2Prem Watsaport6.1%val$118M5,268,200 sh·7q held
- 3Mason Hawkinsport4.4%val$89M3,948,713 sh·6q held
- 4Bill & Melinda Gates Foundation Trustport0.2%val$56M2,472,600 sh·15q held
- 5Joel Greenblattport<0.1%val$13M593,393 sh·38q held
- 6Mairs & Power Fundsport0.1%val$7M316,563 sh·7q held
- 7Hillman Capital Managementport3.1%val$5M201,140 sh·26q held
- 8Bruce Berkowitzport0.2%val$2M105,300 sh·5q held
- 9Francis Chouport0.7%val$2M69,500 sh·—1q held
Owners of KHC also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bruce Berkowitz | NEW | 0.2% | +100% | $2M | May 15, 2026 |
| Francis Chou | NEW | 0.7% | +100% | $2M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 500754106. Not investment advice.