RACE

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5 super-investor ownerscombined $1.16Blargest position 7.7%

5 of the 83 super-investors we track hold RACE, worth a combined $1.16B per their latest 13F filings. The largest position: Guy Spier at 7.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #181 of 742 stocks. The stock is up 9.4x since a tracked investor first held it at conviction size (Q1 2016 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.

Held through it: AKO Capital (38q straight), Mohnish Pabrai (10q straight), Daniel Loeb (6q straight) and 1 more. All multibaggers the cohort held →

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Why super-investors own RACE

RACE is held by 5 super-investors in our cohort, with a combined position value of $1.2B. The highest-conviction owner is Guy Spier at 7.7% of their portfolio. Cohort ownership has grown from 3 to 5 over the last four quarters — net interest is rising.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 5

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Viking Global Investors	2.3%	4q	$817M	2,204,309
2	AKO Capital	7.7%	39q	$329M	886,360
3	Guy Spier	7.7%	16q	$11M	30,000
4	Joel Greenblatt	<0.1%	37q	$2M	4,661
5	Jensen Investment Management	<0.1%	3q	$998K	2,682