RGEN
Repligen Corp
3 super-investors hold RGEN worth a combined $311M. The largest position: Lee Ainslie at 2.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 27 — ranked #477 of 724 scored stocks.
Why super-investors own RGEN
Cohort interest in RGEN remains narrow, with only three managers holding the stock as of 2026Q1, though the quarter did bring one new entrant. Wallace Weitz initiated a small position worth roughly $3M (0.2% of his portfolio), while the two existing holders — Lee Ainslie and Joel Greenblatt — made no changes. Ainslie remains the dominant conviction holder by far, with a $179M position representing 2.1% of his portfolio, the highest concentration in the cohort. Greenblatt's $130M stake is sizable in dollar terms but amounts to just 0.1% of his portfolio. The cohort owner count held at a consistent floor of one meaningful holder for eight quarters before this modest uptick, suggesting interest is cautiously rising rather than building momentum.
AI-synthesized from 13F filings. Not investment advice.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Lee Ainslie | 2.1% | 2q | $179M | 1,518,805 |
| 2 | Joel Greenblatt | 0.1% | 36q | $130M | 1,099,181 |
| 3 | Wallace Weitz | 0.2% | — 1q | $3M | 25,500 |
Owners of RGEN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | NEW | 0.2% | +100% | $3M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 759916109. Not investment advice.