NEM
Newmont Corp
4 super-investors hold NEM worth a combined $1.45B. The largest position: Christopher Bloomstran at 6.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 29 — ranked #420 of 724 scored stocks.
Why super-investors own NEM
Ownership of NEM within this cohort is narrow and has been remarkably stable — four holders, though the owner count in the tracked data has held at one concentrated name for eight consecutive quarters. Christopher Bloomstran carries the highest conviction at 6.2% of his portfolio ($52M), making it a meaningful position, though he trimmed in 2026Q1 — the only activity across the cohort this quarter. First Eagle Investment Management holds the largest absolute stake at $1.3B (1.7% of their portfolio), consistent with First Eagle's long-standing preference for gold-related assets as a portfolio hedge. Joel Greenblatt holds $99M at a negligible 0.1% weighting. No new positions were opened and no one exited, suggesting interest is neither growing nor collapsing — simply static.
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 (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 1.7% | 40q | $1.30B | 12,022,368 |
| 2 | Joel Greenblatt | 0.1% | 40q | $99M | 910,588 |
| 3 | Christopher Bloomstran | 6.2% | 40q | $52M | 479,138 |
| 4 | Mairs & Power Funds | <0.1% | 14q | $541K | 5,000 |
Owners of NEM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Christopher Bloomstran | TRIM | 6.2% | -28% | $52M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 651639106. Not investment advice.