PRDO
Perdoceo Education Corp
2 super-investors hold PRDO worth a combined $4M. The largest position: Bill Miller at 0.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 30 — ranked #370 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own PRDO
Interest in PRDO within this cohort is minimal and newly formed. Bill Miller initiated a position in 2026Q1 — the first new entrant in at least eight quarters — sizing it at roughly 0.4% of his portfolio, or approximately $2M. Joel Greenblatt holds a marginally larger dollar position (~$3M) but at a negligible portfolio weight. Combined cohort exposure sits at just $4M across two holders, making this one of the thinner positions tracked. There has been no additional buying from either owner this quarter, and the eight-quarter ownership history shows a flat zero until Miller's entry — suggesting nascent rather than building conviction at the cohort level.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 24q | $3M | 67,353 |
| 2 | Bill Miller | 0.4% | 12q | $2M | 40,395 |
Owners of PRDO also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.4% | +100% | $2M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 71363P106. Not investment advice.