UPS

United Parcel Service-cl B

8 super-investor ownerscombined $161Mlargest position 2.9%

1 NEW

8 of the 83 super-investors we track hold UPS, worth a combined $161M per their latest 13F filings. The largest position: Bill Miller at 2.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 35 of 100 (how strongly the cohort backs it) — ranked #212 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

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Why super-investors own UPS

UPS is held by 8 super-investors in our cohort, with a combined position value of $161M. The highest-conviction owner is Bill Miller at 2.9% of their portfolio. Cohort ownership has shrunk from 8 to 7 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions.

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

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 7

Peak: 10

Owners (8) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Harry Burn	2.7%	2q	$86M	801,772
2	Joel Greenblatt	<0.1%	40q	$49M	455,269
3	Bill Miller	2.9%	4q	$12M	116,003
4	Robert Olstein	1.1%	40q	$5M	52,000
5	Bruce Berkowitz	0.2%	— 1q	$3M	23,800
6	Hillman Capital Management	1.7%	4q	$2M	22,316
7	Tweedy Browne	0.1%	4q	$2M	16,630
8	Mairs & Power Funds	<0.1%	40q	$1M	11,508