UA

Under Armour Inc-class C

2 super-investor ownerscombined $129Mlargest position 6.5%

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2 super-investors hold UA worth a combined $129M. The largest position: Prem Watsa at 6.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 39 — ranked #132 of 724 scored stocks.

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Why super-investors own UA

Prem Watsa dominates this story almost entirely: his $127M position represents 6.5% of his portfolio and accounts for roughly 98% of the cohort's combined $129M exposure, with Joel Greenblatt holding a negligible $2M rounding-error stake. Watsa added to his position in 2026Q1, reinforcing a conviction he first established two quarters ago — the only member of the ~80-name cohort to take a meaningful stance. Cohort interest remains narrow and effectively unchanged at two holders, with no new entrants this quarter. This is essentially a single-manager thesis rather than a broad consensus, and Watsa's continued addition is the only signal of directional movement.

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