LH
Labcorp Holdings Inc
5 super-investors hold LH worth a combined $145M. The largest position: Wallace Weitz at 1.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 21 — ranked #636 of 724 scored stocks.
Why super-investors own LH
Ownership of LH within this cohort is narrow and stable: five managers held the stock as of 2026Q1, with zero additions, trims, starts, or exits during the quarter. John Rogers holds the largest absolute position at $94M, while Wallace Weitz carries the highest conviction at 1.8% of his portfolio — the only manager for whom LH registers as a meaningful weight. Joel Greenblatt holds $19M but at a negligible portfolio share. The cohort owner count has been flat at a single tracked holder for eight consecutive quarters before expanding quietly to five, with no recent activity suggesting either building enthusiasm or deteriorating conviction. Interest here is neither rising nor fading — it is simply dormant.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 1.1% | 8q | $94M | 354,019 |
| 2 | Wallace Weitz | 1.8% | 8q | $26M | 99,050 |
| 3 | Joel Greenblatt | <0.1% | 7q | $19M | 71,339 |
| 4 | Jensen Investment Management | 0.1% | 8q | $5M | 18,480 |
| 5 | Lee Ainslie | <0.1% | 3q | $426K | 1,596 |
Owners of LH also hold
Long US equity 13F-HR filings only. CUSIP 504922105. Not investment advice.