Q
Qnity Electronics Inc
4 super-investors hold Q worth a combined $623M. The largest position: Henry Ellenbogen at 6.0% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 26 — ranked #511 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own Q
Henry Ellenbogen dominates the cohort's exposure here, holding $587M worth of Q at a 6.0% portfolio weight — making this one of his highest-conviction positions and accounting for the vast majority of the cohort's combined $623M stake. The clearest development in 2026Q1 is Stanley Druckenmiller initiating a new position at $14M, joining a cohort that has grown from one to two owners over the past eight quarters. Ellenbogen also added to his existing position this quarter, and neither Greenblatt nor Dodge & Cox trimmed. With no exits and two constructive moves in the same quarter, interest is modestly but unambiguously rising — though the thesis remains tightly concentrated around Ellenbogen's outsized bet.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 6.0% | 2q | $587M | 5,088,108 |
| 2 | Joel Greenblatt | <0.1% | 2q | $21M | 183,200 |
| 3 | Stanley Druckenmiller | 0.5% | — 1q | $14M | 125,655 |
| 4 | Dodge & Cox Funds | 0.0% | 2q | $776K | 6,727 |
Owners of Q also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 6.0% | +82% | $587M | May 15, 2026 |
| Stanley Druckenmiller | NEW | 0.5% | +100% | $14M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 74743L100. Not investment advice.