NKE

Nike Inc -cl B

9 super-investor ownerscombined $695Mlargest position 2.3%

9 of the 83 super-investors we track hold NKE, worth a combined $695M per their latest 13F filings. The largest position: Hillman Capital Management at 2.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #178 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

Share𝕏 in

Why super-investors own NKE

NKE is held by 9 super-investors in our cohort, with a combined position value of $695M. The highest-conviction owner is Hillman Capital Management at 2.3% of their portfolio. Cohort ownership has shrunk from 11 to 8 over the last four quarters — net interest is fading.

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

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 8

Peak: 13

Owners (9) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Bill Nygren	0.8%	5q	$591M	14,403,570
2	Joel Greenblatt	<0.1%	39q	$61M	1,490,584
3	Thomas Gayner	0.1%	40q	$18M	447,400
4	David Katz	0.7%	7q	$9M	223,565
5	Robert Olstein	1.2%	12q	$6M	107,000
6	Hillman Capital Management	2.3%	14q	$3M	78,213
7	Jensen Investment Management	0.1%	40q	$3M	71,344
8	Mairs & Power Funds	<0.1%	39q	$3M	63,845
9	Lindsell Train	<0.1%	25q	$862K	21,000