UNF

Unifirst Corp/ma

3 super-investor ownerscombined $36Mlargest position 2.0%

3 super-investors hold UNF worth a combined $36M. The largest position: Tweedy Browne at 2.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 29 — ranked #435 of 724 scored stocks.

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Why super-investors own UNF

UNF interest within the cohort has been narrow and stable for at least eight consecutive quarters, with owner count holding at one through most of that period before the current three-holder reading. Tweedy Browne carries the position with the most conviction at 2.0% of portfolio and $26M, consistent with that firm's value-oriented, often-overlooked-industrials approach; Third Avenue Management holds 1.2% ($7M) and Joel Greenblatt a negligible slice ($3M). No one in the cohort initiated, added, trimmed, or exited during 2026Q1, suggesting the thesis is parked rather than actively developing. At a combined $36M across three managers, this remains a niche, low-velocity holding with no evident momentum in either direction.

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