SVV

Savers Value Village Inc

2 super-investor ownerscombined $2Mlargest position 1.2%

1 TRIM

2 super-investors hold SVV worth a combined $2M. The largest position: Tom Bancroft at 1.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 9 — ranked #721 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own SVV

SVV commands minimal attention from the super-investor cohort, with just two holders and a combined position value of roughly $2M. Tom Bancroft is the only meaningful owner at 1.2% of his portfolio (~$1M), while Joel Greenblatt's stake is a rounding error at $144K. Activity in 2026Q1 was limited to Bancroft trimming his existing position. The owner-count trend is the most telling data point: the cohort has held at just one or two holders for eight consecutive quarters, and the trailing series shows a move to zero, suggesting Bancroft's trim may be the beginning of a full exit. Interest in SVV within this cohort is clearly fading rather than building.

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