KW
Kennedy-wilson Holdings Inc
2 super-investors hold KW worth a combined $146M. The largest position: Prem Watsa at 7.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 33 — ranked #283 of 724 scored stocks.
Why super-investors own KW
Prem Watsa dominates this position almost entirely, holding $144M of the cohort's $146M combined stake — a 7.4% portfolio concentration that signals genuine conviction rather than a casual allocation. Joel Greenblatt holds a token $1M position that rounds to zero. The ownership count technically moved from one to two holders at some point in the trailing eight quarters, but the story here is effectively a single-name bet by Watsa's Fairfax Financial. No one in the cohort added, trimmed, started, or exited in 2026Q1, suggesting the position is stable and held with patience rather than momentum. Broader super-investor interest in KW remains minimal, with no signs of the cohort expanding.
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 (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Prem Watsa | 7.4% | 40q | $144M | 13,322,009 |
| 2 | Joel Greenblatt | <0.1% | 39q | $1M | 132,400 |
Owners of KW also hold
Long US equity 13F-HR filings only. CUSIP 489398107. Not investment advice.