RMD

Resmed Inc

2 super-investor ownerscombined $126Mlargest position 1.9%

2 super-investors hold RMD worth a combined $126M. The largest position: Francois Rochon at 1.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #486 of 724 scored stocks.

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Why super-investors own RMD

Interest in RMD within this cohort remains thin and static: only two managers carry a position, and neither added nor trimmed in 2026Q1. Francois Rochon holds the more meaningful stake at 1.9% of his portfolio ($52M), while Joel Greenblatt's $75M position represents just 0.1% of his — suggesting it is more of a quantitative or incidental holding than a high-conviction bet. The owner count history tells a clear story: the stock was absent from cohort portfolios until appearing in one fund two quarters ago, and has not attracted any new entrants since. At a combined $126M across two holders, super-investor engagement with RMD is minimal and showing no signs of broadening.

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