SITE
Siteone Landscape Supply Inc
2 super-investors hold SITE worth a combined $80M. The largest position: Joel Greenblatt at 0.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 25 — ranked #543 of 724 scored stocks.
Why super-investors own SITE
Interest in SITE among this cohort is minimal and has been flat for two years. Only two managers hold the stock — Joel Greenblatt, whose $79M position accounts for virtually all of the cohort's $80M combined exposure but represents just 0.1% of his own portfolio, and Francois Rochon, whose sub-$500K stake is negligible. The cohort count has held at one or two owners for eight consecutive quarters with no new entrants, no additions, and no trims in 2026Q1. Neither manager appears to be making a high-conviction statement; the positions look more like passive holdings than active theses. Broader super-investor interest in the stock shows no signs of building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 38q | $79M | 594,728 |
| 2 | Francois Rochon | <0.1% | 18q | $500K | 3,753 |
Owners of SITE also hold
Long US equity 13F-HR filings only. CUSIP 82982L103. Not investment advice.