PINS
Pinterest Inc- Class A
3 super-investors hold PINS worth a combined $287M. The largest position: Christopher Davis at 1.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 25 — ranked #559 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own PINS
Christopher Davis is the dominant voice here, holding $227M worth of PINS at 1.0% of his portfolio — accounting for the vast majority of the cohort's combined $287M position. Joel Greenblatt holds a smaller $58M slice at negligible portfolio weight, while Bill Miller initiated a new position this quarter worth $1M. That new entry is the only activity in 2026Q1; no one added, trimmed, or exited. Cohort interest has been notably thin and erratic — ownership has bounced between zero and one holder across most of the past eight quarters, suggesting this is a Davis-driven conviction rather than a broad super-investor consensus. Overall interest looks narrow rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Christopher Davis | 1.0% | 3q | $227M | 12,400,101 |
| 2 | Joel Greenblatt | <0.1% | 28q | $58M | 3,174,700 |
| 3 | Bill Miller | 0.3% | — 1q | $1M | 59,990 |
Owners of PINS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.3% | +100% | $1M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 72352L106. Not investment advice.