ULS

UL Solutions Inc - Class A

2 super-investor ownerscombined $318Mlargest position 2.9%

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2 super-investors hold ULS worth a combined $318M. The largest position: Henry Ellenbogen at 2.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 24 — ranked #579 of 724 scored stocks.

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Why super-investors own ULS

Henry Ellenbogen is the dominant force here, holding ULS at 2.9% of his portfolio — a $282M position that accounts for nearly 89% of the cohort's combined $318M stake. He added to the position in 2026Q1, reinforcing what is already a high-conviction holding. Joel Greenblatt holds a negligible slice at roughly $36M. Cohort breadth has been flat at one or two owners for at least eight quarters, suggesting this remains an Ellenbogen-specific thesis rather than a broadly recognized super-investor idea. With no new entrants and no exits, interest is neither expanding nor fading — it is effectively a one-manager story, sustained by Ellenbogen's continued accumulation.

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