SMHI
Seacor Marine Holdings Inc
3 super-investors hold SMHI worth a combined $10M. The largest position: Christopher Bloomstran at 0.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 25 — ranked #541 of 724 scored stocks.
Why super-investors own SMHI
Interest in SMHI within this cohort is minimal and static: three managers hold a combined $10M, with no additions, trims, or exits recorded in 2026Q1. The owner count has held at one for the prior seven quarters before reaching three — suggesting the recent additions happened earlier and have since stabilized with no fresh conviction signals. Christopher Bloomstran carries the highest relative exposure at 0.2% of his portfolio ($1M), while First Eagle Investment Management holds the largest dollar position ($8M) at a negligible portfolio weight. Joel Greenblatt's sub-$1M stake is effectively a rounding line. With zero activity this quarter and no trajectory of growing interest, cohort engagement with SMHI is dormant rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | <0.1% | 13q | $8M | 1,070,489 |
| 2 | Christopher Bloomstran | 0.2% | 36q | $1M | 208,175 |
| 3 | Joel Greenblatt | <0.1% | 19q | $855K | 119,468 |
Owners of SMHI also hold
Long US equity 13F-HR filings only. CUSIP 78413P101. Not investment advice.