PRVA
Privia Health Group Inc
2 super-investors hold PRVA worth a combined $259M. The largest position: Henry Ellenbogen at 2.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 24 — ranked #591 of 724 scored stocks.
Why super-investors own PRVA
Coverage within this cohort is narrow and stable: two managers hold PRVA, with Henry Ellenbogen accounting for nearly all of the $259M combined exposure at 2.6% of his portfolio — a meaningful but not outsized conviction position. Greenblatt's $10M stake is effectively a rounding error by comparison. The cohort count has sat at one or two holders for eight consecutive quarters with zero additions, trims, or exits recorded in 2026Q1, signaling neither growing enthusiasm nor deteriorating conviction. Interest is best described as static — Ellenbogen has been the dominant and essentially sole committed holder throughout, and there is no evidence of broader cohort appetite developing around the name.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.6% | 12q | $249M | 12,087,843 |
| 2 | Joel Greenblatt | <0.1% | 18q | $10M | 490,413 |
Owners of PRVA also hold
Long US equity 13F-HR filings only. CUSIP 74276R102. Not investment advice.