LYFT
Lyft Inc-a
2 super-investors hold LYFT worth a combined $53M. The largest position: David Tepper at 0.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 33 — ranked #279 of 724 scored stocks.
Why super-investors own LYFT
Interest in LYFT within this cohort is minimal and fading slightly. Only two managers hold the stock — David Tepper at 0.6% of his portfolio ($36M) and Joel Greenblatt at a negligible slice ($17M) — for a combined $53M. The cohort count has been stuck at one for eight consecutive quarters before Greenblatt's position appeared, suggesting no meaningful accumulation trend. This quarter, Tepper trimmed his stake, the only activity recorded. Neither position reflects high conviction at these sizing levels, and with zero new entrants, no additions, and the largest holder reducing, cohort interest in LYFT appears to be drifting lower rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | David Tepper | 0.6% | 9q | $36M | 2,700,000 |
| 2 | Joel Greenblatt | <0.1% | 29q | $17M | 1,265,401 |
Owners of LYFT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 0.6% | -29% | $36M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 55087P104. Not investment advice.