LEVI
Levi Strauss & Co- Class A
3 super-investors hold LEVI worth a combined $36M. The largest position: Jensen Investment Management at 0.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #349 of 724 scored stocks.
Why super-investors own LEVI
LEVI commands minimal attention across the super-investor cohort, with just three holders and a combined position value of $36M — the bulk of which sits with Joel Greenblatt at $32M despite representing a negligible 0.0% of his portfolio. Jensen Investment Management and Thomas Russo round out the ownership, each holding under $3M. The cohort count has been effectively flat, stabilizing at one owner through much of the past two years before the current three-holder configuration, and no new entrants emerged in 2026Q1. The only activity this quarter was Thomas Russo adding to his existing position. Maximum portfolio concentration of 0.1% signals this is a peripheral holding for all involved; interest is neither rising nor fading in any meaningful way.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 29q | $32M | 1,733,568 |
| 2 | Jensen Investment Management | 0.1% | 24q | $3M | 139,440 |
| 3 | Thomas Russo | <0.1% | 5q | $2M | 82,725 |
Owners of LEVI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | ADD | <0.1% | +73% | $2M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 52736R102. Not investment advice.