OSG
Octave Specialty Group Inc
2 super-investors hold OSG worth a combined $8M. The largest position: Third Avenue Management at 1.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #247 of 724 scored stocks.
Why super-investors own OSG
Third Avenue Management carries the overwhelming majority of this position, holding OSG at 1.0% of its portfolio ($6M), with Joel Greenblatt accounting for the remaining $2M at a negligible portfolio weight. Cohort ownership has been flat at one or two funds for several quarters, and the owner count of two has been stable since Greenblatt's entry. The only move this quarter was Third Avenue adding to its existing stake, suggesting continued but narrowly held conviction. With zero new entrants over the past eight quarters and no exits, interest is neither rising nor fading in any meaningful way — this remains a quiet, low-visibility holding confined to a single manager with real conviction and one with a token position.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 1.0% | 6q | $6M | 1,341,211 |
| 2 | Joel Greenblatt | <0.1% | 36q | $2M | 431,809 |
Owners of OSG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | ADD | 1.0% | +71% | $6M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 023139884. Not investment advice.