SYF
Synchrony Financial
4 super-investors hold SYF worth a combined $363M. The largest position: Francis Chou at 7.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #356 of 724 scored stocks.
Why super-investors own SYF
Interest in SYF within this cohort is modest and stable, with four managers holding a combined $363M but the bulk concentrated in two large positions: Bill Nygren at $317M (0.4% of his portfolio, reflecting Oakmark's sheer scale) and Francis Chou at $15M, where it represents a more meaningful 7.2% allocation and constitutes the clearest high-conviction bet in the group. Joel Greenblatt and Christopher Bloomstran hold negligible exposure. Activity was entirely flat in 2026Q1 — no additions, trims, or exits — and the owner count has hovered around two to three managers for eight consecutive quarters, with a brief uptick to three before reverting. There is no discernible momentum in either direction; this is a quietly held, largely unchanged position set.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.4% | — 1q | $317M | 4,659,001 |
| 2 | Joel Greenblatt | <0.1% | 39q | $31M | 448,767 |
| 3 | Francis Chou | 7.2% | 14q | $15M | 223,202 |
| 4 | Christopher Bloomstran | <0.1% | 13q | $302K | 4,437 |
Owners of SYF also hold
Long US equity 13F-HR filings only. CUSIP 87165B103. Not investment advice.