LNC

Lincoln National Corp

3 super-investor ownerscombined $63Mlargest position 5.3%

3 super-investors hold LNC worth a combined $63M. The largest position: Bill Miller at 5.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #387 of 724 scored stocks.

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Why super-investors own LNC

Interest in LNC within this cohort is narrow and static: three managers hold a combined $63M, and the owner count has been locked at one core holder for the prior eight quarters before two smaller positions appear in the current data. Bill Miller carries the highest conviction at 5.3% of his portfolio (~$20M), making him effectively the anchor of any thesis here. Joel Greenblatt holds the largest dollar position at $27M but at a negligible portfolio weight, suggesting a quant or systematic screen rather than a concentrated fundamental bet. First Eagle similarly holds a token $15M. No one added, trimmed, started, or exited in 2026Q1 — cohort interest is neither rising nor fading, simply dormant.

AI-synthesized from 13F filings. Not investment advice.