PRG
Prog Holdings Inc
2 super-investors hold PRG worth a combined $18M. The largest position: Vulcan Value Partners at 0.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #531 of 724 scored stocks.
Why super-investors own PRG
Cohort interest in PRG is minimal and static: just two managers hold the stock, together representing $18M in combined exposure, and neither added, trimmed, nor exited in 2026Q1. Vulcan Value Partners accounts for nearly all of it — $16M at 0.4% of their portfolio, making them the only manager with any meaningful conviction here. Joel Greenblatt holds a token $1M position that rounds to zero in portfolio-weight terms. The owner count has held at one or two for eight consecutive quarters, signaling no momentum in either direction. This is a quiet, concentrated hold by one manager with no sign of broadening interest across the broader super-investor cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Vulcan Value Partners | 0.4% | 22q | $16M | 566,314 |
| 2 | Joel Greenblatt | <0.1% | 21q | $1M | 45,141 |
Owners of PRG also hold
Long US equity 13F-HR filings only. CUSIP 74319R101. Not investment advice.