PBF

Pbf Energy Inc-class A

2 super-investor ownerscombined $59Mlargest position 1.0%

2 super-investors hold PBF worth a combined $59M. The largest position: Third Avenue Management at 1.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #512 of 724 scored stocks.

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Why super-investors own PBF

Interest in PBF within this cohort is thin and static: just two managers hold the stock, with no additions, trims, or exits recorded in 2026Q1. Joel Greenblatt carries the larger dollar position at $53M, though it registers as a rounding-error slice of his diversified portfolio. Third Avenue Management holds a more intentional $6M stake representing 1.0% of its portfolio — the only holder where PBF constitutes a meaningful allocation. The owner count has been locked at one-to-two managers for seven consecutive quarters, suggesting neither growing enthusiasm nor active liquidation. At a combined $59M and no fresh conviction signals this quarter, cohort interest reads as residual rather than thesis-driven.

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