MHK
Mohawk Industries Inc
6 super-investors hold MHK worth a combined $366M. The largest position: Alex Roepers at 2.3% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 33 — ranked #271 of 724 scored stocks.
Why super-investors own MHK
John Rogers holds the largest dollar stake at $172M (1.9% of his portfolio), followed by Richard Pzena at $114M, making those two managers responsible for the bulk of the cohort's $366M combined position in MHK. Six super-investors currently own the stock, though concentration is modest — the highest single-portfolio weight is just 2.3%, held by Alex Roepers, who initiated a new position this quarter. Offsetting that entry, David Tepper exited entirely in 2026Q1. The owner count has been effectively flat for several quarters after a step-up from zero, suggesting the cohort found its level rather than building momentum. Overall interest looks stable-to-fading rather than rising, with no additions among existing holders and one notable exit.
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 (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 1.9% | 40q | $172M | 1,744,678 |
| 2 | Richard Pzena | 0.4% | 29q | $114M | 1,152,814 |
| 3 | Harry Burn | 2.1% | 7q | $63M | 642,537 |
| 4 | Joel Greenblatt | <0.1% | 39q | $7M | 67,345 |
| 5 | Robert Olstein | 1.4% | 31q | $6M | 65,750 |
| 6 | Alex Roepers | 2.3% | 3q | $4M | 40,000 |
Owners of MHK also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Alex Roepers | NEW | 2.3% | +100% | $4M | May 15, 2026 |
| David Tepper | EXIT | 1.1% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 608190104. Not investment advice.