SOLV
Solventum Corp
5 super-investors hold SOLV worth a combined $1.02B. The largest position: Nelson Peltz at 13.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #401 of 724 scored stocks.
Why super-investors own SOLV
Nelson Peltz dominates the cohort's $1.0B combined stake, holding SOLV at 13.9% of his portfolio — a $538M position that makes this his highest-conviction bet among tracked names. Christopher Davis adds another $413M at 1.9% of his portfolio, meaning these two account for nearly all cohort exposure; Greenblatt, Pzena, and Mairs & Power hold token positions. Activity in 2026Q1 was flat across the board — no additions, trims, or exits. The owner count tells a more cautious story, however: the cohort expanded from one to five holders but that broadening occurred in prior quarters, and the count has been effectively static at one for the four quarters preceding the current reading, suggesting interest stabilized rather than accelerated.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Nelson Peltz | 13.9% | 8q | $538M | 8,236,753 |
| 2 | Christopher Davis | 1.9% | 8q | $413M | 6,330,325 |
| 3 | Joel Greenblatt | <0.1% | 8q | $39M | 599,078 |
| 4 | Richard Pzena | 0.1% | 3q | $29M | 439,918 |
| 5 | Mairs & Power Funds | <0.1% | 8q | $5M | 72,513 |
Owners of SOLV also hold
Long US equity 13F-HR filings only. CUSIP 83444M101. Not investment advice.