MPLX
Mplx LP
3 super-investors hold MPLX worth a combined $215M. The largest position: Glenn Greenberg at 4.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 25 — ranked #547 of 724 scored stocks.
Why super-investors own MPLX
Glenn Greenberg dominates the cohort's exposure, holding $186M worth of MPLX at 4.6% of his portfolio — the overwhelming bulk of the combined $215M position across all three owners. David Tepper holds a modest 0.5% slice at $29M, while Joel Greenblatt's position is negligible at roughly $300K. The cohort count has been static at two or three owners for eight consecutive quarters, signaling neither expanding nor collapsing interest. The only notable 2026Q1 move was Greenberg trimming his position, tempering what has been the defining high-conviction holding in this small cluster. With no new entrants and the anchor investor reducing, momentum within the cohort is modestly negative.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Greenberg | 4.6% | 12q | $186M | 3,253,524 |
| 2 | David Tepper | 0.5% | 22q | $29M | 502,460 |
| 3 | Joel Greenblatt | 0.0% | 33q | $299K | 5,246 |
Owners of MPLX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | TRIM | 4.6% | -27% | $186M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 55336V100. Not investment advice.