ON
ON Semiconductor
2 super-investors hold ON worth a combined $12M. The largest position: Robert Olstein at 1.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 19 — ranked #658 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own ON
Super-investor interest in ON is minimal and fading. Only two cohort members hold the stock — Robert Olstein at 1.2% of his portfolio ($5M) and Joel Greenblatt at a negligible allocation ($7M) — for a combined $12M, a modest sum by this cohort's standards. The most notable development this quarter is Stanley Druckenmiller's full exit, the only active move recorded. The eight-quarter ownership count tells the clearest story: the cohort had zero holders for six consecutive quarters, briefly reached one, and has now returned to effectively zero meaningful conviction. No new positions were started, and no existing holders added. Momentum here is plainly negative.
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 (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 40q | $7M | 109,304 |
| 2 | Robert Olstein | 1.2% | 6q | $5M | 86,000 |
Owners of ON also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.7% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 682189105. Not investment advice.