POOL
Pool Corp
3 super-investors hold POOL worth a combined $77M. The largest position: Francis Chou at 1.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 29 — ranked #425 of 724 scored stocks.
Why super-investors own POOL
Wallace Weitz initiated a new position in POOL in 2026Q1, lifting cohort ownership back to three holders after two consecutive quarters at two. The group's combined $77M exposure is heavily skewed toward Joel Greenblatt, whose $72M stake accounts for the vast majority of aggregate value despite representing only 0.1% of his diversified portfolio. Francis Chou carries the highest relative conviction at 1.0% of his portfolio, though the dollar figure is modest at $2M. The owner count trend — peaking at three for several quarters, dropping to two, then recovering — suggests interest is stabilizing rather than building meaningfully. No existing holder added to their position this quarter; Weitz's new entry is the sole incremental move.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q2 → 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% | 40q | $72M | 354,612 |
| 2 | Wallace Weitz | 0.2% | — 1q | $3M | 15,000 |
| 3 | Francis Chou | 1.0% | 8q | $2M | 10,636 |
Owners of POOL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | NEW | 0.2% | +100% | $3M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 73278L105. Not investment advice.