SNX

TD Synnex Corp

2 super-investor ownerscombined $521Mlargest position 12.8%

2 super-investors hold SNX worth a combined $521M. The largest position: Glenn Greenberg at 12.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 38 — ranked #155 of 724 scored stocks.

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Why super-investors own SNX

Ownership here is almost entirely a Glenn Greenberg story: his $515M position represents 12.8% of his portfolio, making SNX one of his highest-conviction holdings, while Joel Greenblatt holds a token $6M slice that rounds to zero concentration. The cohort count has held at one meaningful owner for eight consecutive quarters, with Greenblatt's small position a recent addition that barely moves the needle on aggregate interest. No one in the cohort added, trimmed, or exited in 2026Q1, suggesting Greenberg remains comfortable at current sizing. With cohort breadth flat and no new entrants, this is a single-manager thesis rather than a trend — interest is stable but narrow.

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

Cohort owners over time

2024Q1 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 1

Peak: 1

Owners (2) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Glenn Greenberg	12.8%	9q	$515M	3,053,644
2	Joel Greenblatt	<0.1%	37q	$6M	36,927

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