MEDP
Medpace Holdings Inc
4 super-investors hold MEDP worth a combined $262M. The largest position: Francois Rochon at 4.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 35 — ranked #224 of 724 scored stocks.
Why super-investors own MEDP
Francois Rochon carries the heaviest conviction here, with MEDP representing 4.5% of his portfolio — the largest single allocation in the cohort — at a $123M position. Vulcan Value Partners is the only firm that moved this quarter, adding to its existing $98M stake (2.6% of portfolio), suggesting continued confidence at current prices. Mairs & Power and Joel Greenblatt round out a tight four-owner cohort with smaller commitments. Broader interest has been notably flat: the owner count has held at two for most of the past eight quarters, briefly touching three before retreating, with no new entrants in 2026Q1. At $262M combined, this remains a concentrated, specialist-flavored position rather than a widening consensus trade.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Francois Rochon | 4.5% | 11q | $123M | 256,081 |
| 2 | Vulcan Value Partners | 2.6% | 20q | $98M | 203,068 |
| 3 | Mairs & Power Funds | 0.4% | 15q | $41M | 85,720 |
| 4 | Joel Greenblatt | 0.0% | 34q | $388K | 808 |
Owners of MEDP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | ADD | 2.6% | +329% | $98M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 58506Q109. Not investment advice.