SLM

Slm Corp

3 super-investor ownerscombined $374Mlargest position 19.5%

1 NEW

3 super-investors hold SLM worth a combined $374M. The largest position: Michael Burry at 19.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 64 — ranked #16 of 724 scored stocks.

Share𝕏 in

Why super-investors own SLM

Michael Burry's new position in SLM is the headline move this quarter, with the student-loan servicer now representing 19.5% of his portfolio — his highest-conviction bet — at $13M. The three-member cohort holds a combined $374M, though that figure is dominated by Glenn Greenberg, whose $291M position at 7.2% of his portfolio represents the bulk of long-term institutional weight here. Joel Greenblatt holds a token 0.1% allocation. Cohort interest has been narrow and episodic over eight quarters, peaking briefly at two owners before retreating; Burry's entry brings it back to three. The overall signal is modest: a small cohort, no additions from existing holders, and ownership history that suggests selective rather than building conviction.

AI-synthesized from 13F filings. Not investment advice.