RACE
Ferrari N V
3 super-investors hold RACE worth a combined $329M. The largest position: AKO Capital at 6.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #340 of 724 scored stocks.
Why super-investors own RACE
AKO Capital is the story here: the London-based fund holds RACE at 6.1% of its portfolio — a $311M position that accounts for nearly all of the cohort's $329M combined exposure. Joel Greenblatt and Jensen Investment Management each carry token positions. Ownership has been locked at exactly one meaningful holder for eight consecutive quarters, with no additions, trims, or exits recorded in 2026Q1, signaling that interest in the name is neither spreading nor fading — it is simply static. The cohort count has held at one since the tracking window opened, suggesting RACE remains a high-conviction single-manager thesis rather than a stock attracting broader super-investor attention.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | AKO Capital | 6.1% | 38q | $311M | 926,523 |
| 2 | Joel Greenblatt | <0.1% | 37q | $17M | 51,050 |
| 3 | Jensen Investment Management | <0.1% | 2q | $908K | 2,682 |
Owners of RACE also hold
Long US equity 13F-HR filings only. CUSIP N3167Y103. Not investment advice.