SHEL
Shell Plc-adr
6 super-investors hold SHEL worth a combined $613M. The largest position: Richard Pzena at 1.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #439 of 724 scored stocks.
Why super-investors own SHEL
Richard Pzena dominates this position, accounting for $297M of the cohort's $613M combined exposure — nearly half — with SHEL representing 1.0% of his portfolio, the highest concentration among the six holders. Joel Greenblatt holds $211M and First Eagle Investment Management $98M, though both treat it as a rounding error relative to their total portfolios (0.1% each). Activity this quarter was nonexistent: no additions, no trims, no entries, no exits. Cohort ownership has been locked at a single primary holder for eight consecutive quarters before recently expanding to six, suggesting the broader interest is a recent and so far static development rather than a building conviction trade.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 1.0% | 17q | $297M | 3,196,449 |
| 2 | Joel Greenblatt | 0.1% | 16q | $211M | 2,266,451 |
| 3 | First Eagle Investment Management | 0.1% | 17q | $98M | 1,057,021 |
| 4 | Dodge & Cox Funds | <0.1% | 17q | $5M | 54,994 |
| 5 | Mairs & Power Funds | <0.1% | 15q | $756K | 8,132 |
| 6 | Christopher Bloomstran | 0.1% | 17q | $462K | 4,968 |
- 1Richard Pzenaport1.0%val$297M3,196,449 sh·17q held
- 2Joel Greenblattport0.1%val$211M2,266,451 sh·16q held
- 3First Eagle Investment Managementport0.1%val$98M1,057,021 sh·17q held
- 4Dodge & Cox Fundsport<0.1%val$5M54,994 sh·17q held
- 5Mairs & Power Fundsport<0.1%val$756K8,132 sh·15q held
- 6Christopher Bloomstranport0.1%val$462K4,968 sh·17q held
Owners of SHEL also hold
Long US equity 13F-HR filings only. CUSIP 780259305. Not investment advice.