SOLS
Solstice Adv Materials Inc
4 super-investors hold SOLS worth a combined $68M. The largest position: Robert Olstein at 0.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 18 — ranked #669 of 724 scored stocks.
Why super-investors own SOLS
The most notable development this quarter is Stanley Druckenmiller initiating a new position in SOLS, bringing the cohort's owner count to four — though the historical series shows only one owner for the prior eight quarters, suggesting the bulk of the current roster is relatively new. Joel Greenblatt holds the largest dollar value at $58M, though it registers near zero as a portfolio percentage, implying a very large overall book. Robert Olstein carries the highest concentration at 0.8% of his portfolio. Combined cohort exposure is $68M, and with no trims or exits this quarter, interest appears to be quietly building rather than fading, though the low concentration figures across all holders signal this remains a peripheral rather than a high-conviction position for most.
AI-synthesized from 13F filings. Not investment advice.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 2q | $58M | 762,907 |
| 2 | Stanley Druckenmiller | 0.2% | — 1q | $5M | 62,525 |
| 3 | Robert Olstein | 0.8% | 2q | $4M | 49,000 |
| 4 | Mairs & Power Funds | <0.1% | — 1q | $2M | 22,239 |
Owners of SOLS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.2% | +100% | $5M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 83443Q103. Not investment advice.