STLA
Stellantis N.v
4 super-investors hold STLA worth a combined $130M. The largest position: Francis Chou at 4.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 25 — ranked #542 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own STLA
Interest in STLA among tracked super-investors is thin and appears to be fading: the cohort count dropped from 3 to 2 at some point over the past eight quarters and has shown no recovery, with zero activity — no adds, trims, new entries, or exits — recorded in 2026Q1. Four managers currently hold the stock, but the aggregate $130M is heavily skewed toward Viking Global Investors, which accounts for $112M despite STLA representing just 0.3% of its portfolio. The highest-conviction holder by portfolio weight is Francis Chou at 4.7% ($10M), suggesting a deep-value rationale rather than a broad thesis. Greenblatt and Greenhaven hold token positions. Overall, super-investor engagement here looks stagnant rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 0.3% | 2q | $112M | 15,980,268 |
| 2 | Francis Chou | 4.7% | 21q | $10M | 1,394,194 |
| 3 | Joel Greenblatt | <0.1% | 21q | $8M | 1,150,954 |
| 4 | Greenhaven Associates | <0.1% | 5q | $262K | 37,000 |
Owners of STLA also hold
Long US equity 13F-HR filings only. CUSIP N82405106. Not investment advice.