MSGS
Madison Square Garden Sports
5 super-investors hold MSGS worth a combined $433M. The largest position: John Rogers at 2.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #341 of 724 scored stocks.
Why super-investors own MSGS
Ownership of MSGS within this cohort is narrow and static: five managers hold the stock, but the count has been unchanged at three for the prior seven quarters before ticking up to five most recently, and 2026Q1 saw zero activity — no additions, trims, or exits. John Rogers is the dominant holder, with MSGS representing 2.6% of his portfolio and $231M of the cohort's $433M combined position; the Gates Foundation Trust adds another $190M at a more modest 0.6% weight. The remaining three holders — Hawkins, Lindsell Train, and Greenblatt — carry negligible exposure. The picture is one of concentrated, patient holding by Rogers rather than broad or building conviction across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 2.6% | 40q | $231M | 717,341 |
| 2 | Bill & Melinda Gates Foundation Trust | 0.6% | 19q | $190M | 592,406 |
| 3 | Joel Greenblatt | <0.1% | 39q | $11M | 33,002 |
| 4 | Mason Hawkins | 0.1% | 20q | $1M | 3,218 |
| 5 | Lindsell Train | <0.1% | 24q | $900K | 2,800 |
Owners of MSGS also hold
Long US equity 13F-HR filings only. CUSIP 55825T103. Not investment advice.