PEG
Public Service Enterprise GP
3 super-investors hold PEG worth a combined $162M. The largest position: Harry Burn at 2.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 21 — ranked #634 of 724 scored stocks.
Why super-investors own PEG
Harry Burn carries the bulk of the cohort's conviction in PEG, with an $80M position representing 2.7% of his portfolio — the only meaningful concentration among the three holders. Joel Greenblatt holds a comparable $82M in dollar terms but at just 0.1% of his portfolio, signaling a low-conviction or diversified-strategy allocation. Kahn Brothers Group trimmed its small position this quarter, the sole activity across the cohort in 2026Q1. Notably, the owner count has been flat at one meaningful holder for eight consecutive quarters before Greenblatt's entry, and the current three-owner read reflects limited breadth. Interest in PEG within this cohort appears narrow and stable rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 35q | $82M | 1,007,401 |
| 2 | Harry Burn | 2.7% | 8q | $80M | 984,658 |
| 3 | Kahn Brothers Group | 0.1% | 9q | $285K | 3,524 |
Owners of PEG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Kahn Brothers Group | TRIM | 0.1% | -20% | $285K | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 744573106. Not investment advice.