SDA
Sealed Air Corp
3 super-investors hold SDA worth a combined $80M. The largest position: Tweedy Browne at 1.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 23 — ranked #603 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own SDA
Conviction here is thin and fading. Only three members of the cohort hold SEE, with a combined $80M across positions that are largely incidental — Bill Nygren accounts for the bulk at $54M but just 0.1% of his portfolio, and Joel Greenblatt's stake rounds to nothing at the portfolio level. Tweedy Browne carries the highest concentration at 1.4%, reflecting their characteristic value-screen discipline. The sole activity this quarter was an exit: Vulcan Value Partners closed its position entirely, continuing a pattern visible in the owner-count history, which has flatlined at one or zero for most of the past two years before the current three-way overlap. No one added or initiated. Super-investor interest in SEE is minimal and directionally lower.
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 | Bill Nygren | 0.1% | 24q | $54M | 1,278,223 |
| 2 | Tweedy Browne | 1.4% | 12q | $18M | 509,581 |
| 3 | Joel Greenblatt | <0.1% | 36q | $8M | 185,173 |
Owners of SDA also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | EXIT | 0.1% | -100% | $0 | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 81211K100. Not investment advice.