MBC
Masterbrand Inc
3 super-investors hold MBC worth a combined $33M. The largest position: Bill Miller at 0.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 24 — ranked #573 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own MBC
Interest in MBC is minimal but marginally rising: the cohort moved from zero owners to two across the trailing eight quarters, with Bill Miller initiating a new position in 2026Q1. Despite the quarter's lone new entrant being Miller, Richard Pzena is the dominant holder by dollar value at roughly $32M (0.1% of his portfolio), while Miller's stake sits at $871K (0.2% of his portfolio) and Joel Greenblatt holds a negligible $118K. Combined cohort exposure is just $33M, and the highest single-portfolio concentration is 0.2%, signaling limited conviction across the group. No one added, trimmed, or exited this quarter. Overall, super-investor interest in Masterbrand remains nascent and thinly spread.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 0.1% | 14q | $32M | 3,814,014 |
| 2 | Bill Miller | 0.2% | 5q | $871K | 104,854 |
| 3 | Joel Greenblatt | 0.0% | 13q | $118K | 14,151 |
Owners of MBC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.2% | +100% | $871K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 57638P104. Not investment advice.