NOV
Nov Inc
6 super-investors hold NOV worth a combined $1.65B. The largest position: Richard Pzena at 2.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #440 of 724 scored stocks.
Why super-investors own NOV
Ownership of NOV within this cohort is narrow but stable: six managers hold the stock, though the cohort-count history shows a single consistent owner over the prior eight quarters, suggesting the broader group's presence is relatively recent or unevenly tracked. Richard Pzena carries the heaviest conviction at 2.3% of his portfolio ($706M), followed by First Eagle ($685M) and First Pacific Advisors (1.7%, $119M). Combined exposure totals $1.6B. Activity in 2026Q1 was entirely flat — no new positions, no adds, no trims, no exits — signaling a holding pattern across the board. Interest is neither rising nor fading; the cohort appears content to sit, with Pzena and First Eagle constituting the clear anchors of institutional conviction here.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 2.3% | 21q | $706M | 37,535,449 |
| 2 | First Eagle Investment Management | 0.9% | 21q | $685M | 36,408,359 |
| 3 | First Pacific Advisors | 1.7% | 6q | $119M | 6,320,758 |
| 4 | Greenhaven Associates | 1.8% | 11q | $108M | 5,751,338 |
| 5 | Joel Greenblatt | <0.1% | 21q | $31M | 1,654,965 |
| 6 | Robert Olstein | 0.2% | 4q | $790K | 42,000 |
- 1Richard Pzenaport2.3%val$706M37,535,449 sh·21q held
- 2First Eagle Investment Managementport0.9%val$685M36,408,359 sh·21q held
- 3First Pacific Advisorsport1.7%val$119M6,320,758 sh·6q held
- 4Greenhaven Associatesport1.8%val$108M5,751,338 sh·11q held
- 5Joel Greenblattport<0.1%val$31M1,654,965 sh·21q held
- 6Robert Olsteinport0.2%val$790K42,000 sh·4q held
Owners of NOV also hold
Long US equity 13F-HR filings only. CUSIP 62955J103. Not investment advice.