PCG
P G & E Corp
2 super-investors hold PCG worth a combined $220M. The largest position: First Pacific Advisors at 0.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 25 — ranked #533 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own PCG
Interest in PCG within this cohort is effectively extinguished. The owner count just fell from 2 to 0 in 2026Q1 — both First Pacific Advisors (which had held 0.3% of its portfolio, ~$20M) and Joel Greenblatt (0.1%, ~$200M) have fully exited, though no trims or exits were logged as activity this quarter, suggesting the departures were reflected in the prior period's count shift. The eight-quarter ownership trend tells a clear story: a single persistent holder from early on, a brief doubling to two owners, and now none. With zero new or added positions across the cohort, there is no visible conviction rebuilding in PCG at present.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 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 | $200M | 11,368,656 |
| 2 | First Pacific Advisors | 0.3% | 33q | $20M | 1,162,062 |
Owners of PCG also hold
Long US equity 13F-HR filings only. CUSIP 69331C108. Not investment advice.