RYAN
Ryan Specialty Holdings Inc
3 super-investors hold RYAN worth a combined $246M. The largest position: Vulcan Value Partners at 5.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 30 — ranked #380 of 724 scored stocks.
Why super-investors own RYAN
Vulcan Value Partners dominates the cohort's exposure to RYAN, holding $223M worth — roughly 91% of the group's combined $246M stake — at 5.9% of its portfolio, making it the only owner with meaningful conviction. The firm added to its position in 2026Q1, the sole activity across the three-owner cohort this quarter. Joel Greenblatt holds a token $22M slice at near-zero portfolio weight, and Torray Funds owns just $2M. Cohort breadth has been flat for at least eight quarters at one to three holders, with no new entrants this period. Interest is neither rising nor fading in aggregate — this remains essentially a Vulcan single-thesis holding, and Vulcan's incremental add suggests continued, if quiet, conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Vulcan Value Partners | 5.9% | 3q | $223M | 6,595,335 |
| 2 | Joel Greenblatt | <0.1% | 19q | $22M | 640,339 |
| 3 | Torray Funds | 0.3% | 18q | $2M | 68,046 |
Owners of RYAN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | ADD | 5.9% | +43% | $223M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 78351F107. Not investment advice.