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Q
Qnity Electronics Inc
4 super-investor ownerscombined $623Mlargest position 6.0%
1 NEW1 ADD
Cohort owners over time
2025Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 2
Peak: 2
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 |
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.