UAA

Under Armour Inc-class A

2 super-investor ownerscombined $267Mlargest position 13.1%

2 super-investors hold UAA worth a combined $267M. The largest position: Prem Watsa at 13.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 38 — ranked #143 of 724 scored stocks.

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Why super-investors own UAA

Prem Watsa dominates the cohort's exposure to UAA, holding $254M at 13.1% of his portfolio — a striking concentration that makes this effectively a Watsa-specific thesis. Joel Greenblatt holds a token $13M position representing a rounding error of his portfolio. The cohort count ticked up from one to two owners at some point in the past two quarters, but no member added, trimmed, or exited in 2026Q1, suggesting a period of quiet conviction rather than active repositioning. With only two holders, negligible new interest from the broader cohort over eight quarters, and zero activity this quarter, super-investor engagement with UAA remains narrow and static.

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