MOH
Molina Healthcare Inc
4 of the 83 super-investors we track hold MOH, worth a combined $398M per their latest 13F filings. The largest position: Michael Burry at 35.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 70 of 100 (how strongly the cohort backs it) — ranked #6 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own MOH
MOH is held by 4 super-investors in our cohort, with a combined position value of $398M. The highest-conviction owner is Michael Burry at 35.1% of their portfolio. This quarter the cohort registered 1 new positions.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Molina Healthcare Inc. stock underperforms Thursday when compared to competitorsMarketWatch ·
- Here's Why Investors Should Retain Molina Healthcare Stock for NowYahoo Finance ·
- MOLINA HEALTHCARE INC (MOH) Stock ChartChartMill ·
- Why Molina Healthcare (MOH) Is Back In The Spotlightsimplywall.st ·
- Molina Healthcare (MOH) Draws Fresh Attention, Is The Stock Still A Bargain?Yahoo Finance ·
- Molina Healthcare (MOH) Stock Looks Like A Bargain After Strong Q1 ResultsYahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.3% | 6q | $219M | 957,500 |
| 2 | Seth Klarman | 2.7% | 3q | $145M | 633,609 |
| 3 | Michael Burry | 35.1% | 4q | $24M | 125,000 |
| 4 | Joel Greenblatt | <0.1% | 37q | $10M | 42,723 |
Owners of MOH also hold
Congress is trading MOH
Congress tracker →- Gilbert Cisnerossold$1,001 - $15,000 · 2025-11-12
- Byron Donaldssold$1,001 - $15,000 · 2025-09-04
- Byron Donaldssold$1,001 - $15,000 · 2025-09-04
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-08-05
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-05-30
- Rob Bresnahanbought$1,001 - $15,000 · 2025-05-15
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Michael Burry | NEW | 35.1% | +100% | $24M | Nov 3, 2025 |
Long US equity 13F-HR filings only. CUSIP 60855R100. Not investment advice.