TAP
Molson Coors Beverage CO - B
5 super-investors hold TAP worth a combined $939M. The largest position: Prem Watsa at 3.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #321 of 724 scored stocks.
Why super-investors own TAP
Five members of the cohort hold TAP with a combined $939M in disclosed value, though that figure is heavily skewed by Dodge & Cox's $798M position, which at 0.4% of their portfolio reflects a large-fund allocation rather than high conviction. The most concentrated holder is Prem Watsa at 3.2% of his portfolio ($62M), making him the clearest signal of deliberate thesis-driven ownership. John Rogers, Tweedy Browne, and Joel Greenblatt round out the group at minimal portfolio weights. Activity in 2026Q1 was entirely absent — no additions, trims, new entrants, or exits — and the cohort owner count has been flat at one for six consecutive quarters before reaching its current five, suggesting the position base is stable but generating no fresh interest.
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 (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.4% | 32q | $798M | 18,523,049 |
| 2 | Prem Watsa | 3.2% | 6q | $62M | 1,438,500 |
| 3 | Joel Greenblatt | <0.1% | 39q | $55M | 1,272,886 |
| 4 | John Rogers | 0.3% | 30q | $24M | 548,715 |
| 5 | Tweedy Browne | 0.1% | 2q | $1M | 31,750 |
Owners of TAP also hold
Long US equity 13F-HR filings only. CUSIP 60871R209. Not investment advice.