SHW
Sherwin-williams Co/the
8 super-investors hold SHW worth a combined $1.72B. The largest position: Jensen Investment Management at 4.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 36 — ranked #176 of 724 scored stocks.
Why super-investors own SHW
Ownership of SHW within the cohort has been notably stable — eight holders, zero turnover, and no additions or trims recorded in 2026Q1. Viking Global Investors anchors the group with a $998M position, though at 2.8% of portfolio it reflects a measured rather than outsized bet; Jensen Investment Management carries the highest concentration at 4.0% ($201M), consistent with Jensen's quality-growth mandate. Lee Ainslie at Maverick and Mairs & Power each hold roughly 1.4–1.5% of their respective books. The cohort owner count has flatlined at one for most of the past two years before expanding to eight this quarter, suggesting a recent but now settled wave of interest — neither building nor unwinding.
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 (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 2.8% | 11q | $998M | 3,112,767 |
| 2 | Jensen Investment Management | 4.0% | 8q | $201M | 626,286 |
| 3 | Mairs & Power Funds | 1.4% | 29q | $140M | 437,760 |
| 4 | Joel Greenblatt | 0.1% | 38q | $139M | 434,610 |
| 5 | Lee Ainslie | 1.5% | 25q | $126M | 391,839 |
| 6 | Chase Coleman | 0.4% | 7q | $82M | 257,083 |
| 7 | Thomas Gayner | 0.3% | 30q | $30M | 94,172 |
| 8 | Torray Funds | 0.5% | 37q | $4M | 11,613 |
- 1Viking Global Investorsport2.8%val$998M3,112,767 sh·11q held
- 2Jensen Investment Managementport4.0%val$201M626,286 sh·8q held
- 3Mairs & Power Fundsport1.4%val$140M437,760 sh·29q held
- 4Joel Greenblattport0.1%val$139M434,610 sh·38q held
- 5Lee Ainslieport1.5%val$126M391,839 sh·25q held
- 6Chase Colemanport0.4%val$82M257,083 sh·7q held
- 7Thomas Gaynerport0.3%val$30M94,172 sh·30q held
- 8Torray Fundsport0.5%val$4M11,613 sh·37q held
Owners of SHW also hold
Long US equity 13F-HR filings only. CUSIP 824348106. Not investment advice.