ORLA

Orla Mining Ltd

3 super-investor ownerscombined $580Mlargest position 25.8%

3 super-investors hold ORLA worth a combined $580M. The largest position: Prem Watsa at 25.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 42 — ranked #101 of 724 scored stocks.

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Why super-investors own ORLA

Prem Watsa dominates this story almost entirely: his $502M position represents 25.8% of his portfolio, making ORLA one of the most concentrated single-stock bets in our entire cohort, and his ownership predates all others in the data. First Eagle Investment Management holds a much smaller $77M slice (0.1% of portfolio), and Joel Greenblatt has a nominal $2M position. Cohort ownership has been static at one core owner for eight consecutive quarters before First Eagle and Greenblatt appeared, and the 2026Q1 quarter saw zero additions, trims, or exits from any of the three. Interest is neither rising nor fading — this is a stable, Watsa-anchored position with two minor satellites attached.

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