MBI

Mbia Inc

3 super-investor ownerscombined $15Mlargest position 2.2%

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3 super-investors hold MBI worth a combined $15M. The largest position: Kahn Brothers Group at 2.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #249 of 724 scored stocks.

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Why super-investors own MBI

Kahn Brothers Group is the dominant holder driving what little super-investor interest exists in MBI, carrying a 2.2% portfolio weighting worth roughly $12M — the only meaningful conviction in a three-owner cohort with a combined $15M stake. Kahn added to its position in 2026Q1, the sole activity across the group this quarter. Francis Chou holds a modest 0.9% slice at $2M, while Joel Greenblatt's position is effectively negligible. Owner count has oscillated between one and two over the prior seven quarters before reaching three, suggesting this is a niche, deep-value-oriented holding rather than a broadening thesis. With no new entrants and a history of choppy, low-conviction participation, interest in MBI across the cohort remains narrow and shows no signs of accelerating.

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