PVH
Pvh Corp
4 super-investors hold PVH worth a combined $500M. The largest position: Alex Roepers at 5.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 36 — ranked #177 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own PVH
Richard Pzena holds the dominant economic stake here — $402M representing the bulk of the cohort's combined $500M — though at just 1.3% of his portfolio it sits well down his conviction ladder. Mason Hawkins carries a more meaningful 2.5% weighting at $51M, while Joel Greenblatt's $37M position is effectively rounding-error sized. The only notable move this quarter was Alex Roepers initiating a new position at 5.2% of his portfolio, making him the highest-conviction holder by weighting despite the smallest absolute dollar amount. Broader cohort interest remains thin and choppy — owner count has oscillated between one and two across the past eight quarters — suggesting PVH is a stock a handful of value-oriented managers find periodically attractive rather than a shared high-conviction theme.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 1.3% | 29q | $402M | 5,768,906 |
| 2 | Mason Hawkins | 2.5% | 16q | $51M | 736,935 |
| 3 | Joel Greenblatt | <0.1% | 40q | $37M | 527,053 |
| 4 | Alex Roepers | 5.2% | 3q | $9M | 128,000 |
Owners of PVH also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Alex Roepers | NEW | 5.2% | +100% | $9M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 693656100. Not investment advice.