PLAY
Dave & Buster's Entertainmen
2 super-investors hold PLAY worth a combined $13M. The largest position: Samantha McLemore at 0.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 13 — ranked #714 of 724 scored stocks.
Why super-investors own PLAY
Samantha McLemore is the only meaningful holder of PLAY within the cohort, carrying a $12M position that represents 0.5% of her portfolio — modest by any measure. Lee Ainslie holds a token $640K stake. The cohort owner count has been flat at one or two for at least eight quarters, and McLemore trimmed her position in 2026Q1 with no new entrants offsetting the reduction. Combined cohort exposure sits at just $13M, and the absence of any additions or new positions this quarter signals fading rather than building conviction. Interest in PLAY among tracked super-investors remains narrow and appears to be quietly declining.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Samantha McLemore | 0.5% | 7q | $12M | 1,151,658 |
| 2 | Lee Ainslie | <0.1% | 19q | $640K | 59,114 |
Owners of PLAY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | TRIM | 0.5% | -31% | $12M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 238337109. Not investment advice.