MAR
Marriott International -cl A
5 super-investors hold MAR worth a combined $1.07B. The largest position: Terry Smith at 8.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 36 — ranked #192 of 724 scored stocks.
Why super-investors own MAR
Terry Smith dominates this story: his $392M stake at 8.9% of his Fundsmith portfolio represents the highest-conviction bet on MAR in the cohort and accounts for the bulk of the $1.1B combined position. Joel Greenblatt holds a larger absolute dollar value ($573M) but at only 0.4% of his more diversified book. The five-member cohort was entirely inactive in 2026Q1 — no additions, trims, new entrants, or exits. Longer-term, interest has actually expanded modestly, with owner count growing from two to five over the past several quarters, though it has plateaued at five for the last two quarters, suggesting the position is consolidating rather than attracting fresh conviction.
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 (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.4% | 40q | $573M | 1,751,159 |
| 2 | Terry Smith | 8.9% | 13q | $392M | 1,199,125 |
| 3 | First Pacific Advisors | 1.1% | 32q | $76M | 232,754 |
| 4 | Thomas Gayner | 0.3% | 25q | $31M | 93,750 |
| 5 | Glenn Greenberg | <0.1% | 21q | $391K | 1,194 |
Owners of MAR also hold
Long US equity 13F-HR filings only. CUSIP 571903202. Not investment advice.