PLD
Prologis Inc
4 super-investors hold PLD worth a combined $125M. The largest position: Third Avenue Management at 2.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #371 of 724 scored stocks.
Why super-investors own PLD
Ownership of PLD within this cohort is narrow and static: four managers hold a combined $125M, but interest has flatlined at a single consistent owner for the past eight quarters before the current four-holder count, and no one added, trimmed, started, or exited in 2026Q1. The highest-conviction holders are Third Avenue Management (2.7% of portfolio, $17M) and Torray Funds (2.6%, $18M), suggesting the position reflects a real-assets or REIT-specific allocation thesis rather than broad cohort enthusiasm. Joel Greenblatt holds the largest dollar value at $66M but at a negligible 0.0% portfolio weight, implying a near-index-sized holding. With zero activity this quarter and no trajectory of rising interest, cohort conviction in PLD appears steady but uninspired.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 39q | $66M | 501,806 |
| 2 | Christopher Davis | 0.1% | 37q | $24M | 182,586 |
| 3 | Torray Funds | 2.6% | 5q | $18M | 133,389 |
| 4 | Third Avenue Management | 2.7% | 25q | $17M | 125,945 |
Owners of PLD also hold
Long US equity 13F-HR filings only. CUSIP 74340W103. Not investment advice.