NUVB
Nuvation Bio Inc
3 super-investors hold NUVB worth a combined $34M. The largest position: Stanley Druckenmiller at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 37 — ranked #175 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own NUVB
Stanley Druckenmiller's new $19M position — the largest in the cohort at 0.7% of his portfolio — is the dominant development in NUVB this quarter, lifting the cohort count from two to three owners. Druckenmiller's entry provides the clearest signal of rising interest; the cohort had been flat at one holder for six consecutive quarters before edging to two last quarter. Joel Greenblatt holds $9M and David Abrams $5M, though Abrams trimmed his position in 2026Q1. Combined cohort exposure is $34M, modest in absolute terms, and no single owner is running a high-conviction stake by typical standards — Druckenmiller's 0.7% is the ceiling.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stanley Druckenmiller | 0.7% | — 1q | $19M | 4,539,800 |
| 2 | Joel Greenblatt | <0.1% | 21q | $9M | 2,065,411 |
| 3 | David Abrams | 0.1% | 21q | $5M | 1,270,504 |
Owners of NUVB also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.7% | +100% | $19M | May 15, 2026 |
| David Abrams | TRIM | 0.1% | -67% | $5M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 67080N101. Not investment advice.