MYRG

Myr Group Inc/delaware

2 super-investor ownerscombined $12Mlargest position 1.3%

2 super-investors hold MYRG worth a combined $12M. The largest position: Third Avenue Management at 1.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #503 of 724 scored stocks.

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Why super-investors own MYRG

Interest in MYRG within this cohort is minimal and static: two managers hold the stock, with combined exposure of just $12M, and neither added nor trimmed in 2026Q1. Third Avenue Management carries the more meaningful conviction at 1.3% of its portfolio ($8M), consistent with the firm's value-oriented approach to smaller industrials. Joel Greenblatt's position is effectively rounding error at roughly 0.0% of his portfolio ($4M). The cohort owner count has been unchanged at one-to-two managers for at least eight consecutive quarters, signaling neither accumulation nor distribution — this is a low-profile, stable holding rather than an emerging thesis attracting fresh super-investor attention.

AI-synthesized from 13F filings. Not investment advice.