SUI
Sun Communities Inc
4 super-investors hold SUI worth a combined $1.89B. The largest position: Third Avenue Management at 1.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 29 — ranked #407 of 724 scored stocks.
Why super-investors own SUI
Dodge & Cox dominates the cohort's SUI exposure almost entirely, holding $1.8B of the $1.9B combined position, making it by far the most consequential owner here despite the stake representing only 1.0% of Dodge & Cox's own large portfolio. Third Avenue Management carries the highest concentration at 1.9%, while Joel Greenblatt and Christopher Davis hold token positions. Cohort ownership has been locked at a stable four holders with zero activity in 2026Q1 — no additions, trims, or exits — and the broader owner count has been flat at one (then expanding to four) across eight quarters, suggesting neither growing enthusiasm nor retreat. Interest is effectively static.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.0% | 9q | $1.80B | 14,266,030 |
| 2 | Joel Greenblatt | 0.1% | 39q | $73M | 579,938 |
| 3 | Third Avenue Management | 1.9% | 12q | $12M | 91,455 |
| 4 | Christopher Davis | <0.1% | 24q | $5M | 43,430 |
Owners of SUI also hold
Long US equity 13F-HR filings only. CUSIP 866674104. Not investment advice.