OGN
Organon & CO
2 super-investors hold OGN worth a combined $45M. The largest position: Kahn Brothers Group at 5.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 38 — ranked #145 of 724 scored stocks.
Why super-investors own OGN
Kahn Brothers Group dominates the super-investor case for OGN, holding a 5.9% portfolio position worth $33M — a meaningful concentration for a firm known for deep-value, patient ownership. Joel Greenblatt carries a nominal $12M slice that rounds to 0.0% of his portfolio, making Kahn Brothers the only owner with real conviction here. The cohort count has held flat at one meaningful holder for eight consecutive quarters, with Greenblatt's position essentially unchanged and Kahn Brothers adding in 2026Q1 — the sole activity this quarter. There are no new entrants, no exits, and no trims. Broader super-investor interest in OGN shows no signs of expanding; this remains a quiet, concentrated value bet confined almost entirely to one firm.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Kahn Brothers Group | 5.9% | 20q | $33M | 5,536,993 |
| 2 | Joel Greenblatt | <0.1% | 20q | $12M | 1,998,390 |
Owners of OGN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Kahn Brothers Group | ADD | 5.9% | +53% | $33M | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 68622V106. Not investment advice.