UPS
United Parcel Service-cl B
8 super-investors hold UPS worth a combined $161M. The largest position: Bill Miller at 3.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 36 — ranked #194 of 724 scored stocks.
Why super-investors own UPS
Interest in UPS within this cohort is thin but appears to be stabilizing after a prolonged contraction — ownership bottomed at one holder for six consecutive quarters before recovering to eight in 2026Q1, though the historical series suggests a data discontinuity rather than a genuine wave of new conviction. Bill Miller carries the highest portfolio concentration at 3.1% ($12M) and was the only manager to add this quarter. Harry Burn holds the largest dollar position at $72M, while Joel Greenblatt's $67M stake represents a negligible slice of his portfolio at under 0.1%. No one exited or trimmed. At eight holders and $161M combined, the position is modest and loosely held across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Harry Burn | 2.4% | — 1q | $72M | 728,066 |
| 2 | Joel Greenblatt | <0.1% | 40q | $67M | 677,141 |
| 3 | Bill Miller | 3.1% | 3q | $12M | 119,108 |
| 4 | Robert Olstein | 1.1% | 40q | $5M | 52,000 |
| 5 | Hillman Capital Management | 1.5% | 3q | $2M | 22,316 |
| 6 | Mairs & Power Funds | <0.1% | 40q | $2M | 17,427 |
| 7 | Tweedy Browne | 0.1% | 3q | $2M | 15,515 |
| 8 | Lee Ainslie | <0.1% | 12q | $679K | 6,900 |
- 1Harry Burnport2.4%val$72M728,066 sh·—1q held
- 2Joel Greenblattport<0.1%val$67M677,141 sh·40q held
- 3Bill Millerport3.1%val$12M119,108 sh·3q held
- 4Robert Olsteinport1.1%val$5M52,000 sh·40q held
- 5Hillman Capital Managementport1.5%val$2M22,316 sh·3q held
- 6Mairs & Power Fundsport<0.1%val$2M17,427 sh·40q held
- 7Tweedy Browneport0.1%val$2M15,515 sh·3q held
- 8Lee Ainslieport<0.1%val$679K6,900 sh·12q held
Owners of UPS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | ADD | 3.1% | +38% | $12M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 911312106. Not investment advice.