TDAY
Usa Today CO Inc
2 super-investors hold TDAY worth a combined $17M. The largest position: Bill Miller at 3.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 21 — ranked #629 of 724 scored stocks.
Why super-investors own TDAY
Interest in TDAY is narrow and slowly fading: only two managers in the cohort hold it, with Bill Miller carrying nearly all the weight at 3.6% of his portfolio ($14M). That concentration makes Miller the defining voice here — yet he trimmed his position in 2026Q1, a modest signal of reduced conviction. Joel Greenblatt's stake is negligible at a rounding-error 0.0% of his portfolio ($3M). Cohort ownership has been locked at one or two holders for at least eight consecutive quarters with no new entrants, suggesting this name has not broadened its appeal among deep-value or quantitative managers tracking it.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Miller | 3.6% | 25q | $14M | 1,969,280 |
| 2 | Joel Greenblatt | <0.1% | 24q | $3M | 397,060 |
Owners of TDAY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | TRIM | 3.6% | -42% | $14M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 36472T109. Not investment advice.