TKO

Tko Group Holdings Inc

2 super-investor ownerscombined $591Mlargest position 15.7%

2 super-investors hold TKO worth a combined $591M. The largest position: Lindsell Train at 15.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 34 — ranked #237 of 724 scored stocks.

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Why super-investors own TKO

Lindsell Train dominates the super-investor story here, holding TKO at 15.7% of its portfolio — a $494M position that reflects unusually high conviction for a single name. Joel Greenblatt holds a token $97M slice at 0.1% of his portfolio, bringing cohort ownership to just two managers and $591M combined. The ownership count has been locked at one for seven consecutive quarters before Greenblatt's addition brought it to two, and neither manager made any moves in 2026Q1 — no additions, trims, or exits. Interest is effectively stable rather than building; the cohort remains narrow, and the dominant position is Lindsell Train's alone, with Greenblatt's stake too small to signal broader institutional enthusiasm.

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