USB
US Bancorp
8 super-investors hold USB worth a combined $2.05B. The largest position: Christopher Davis at 5.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 36 — ranked #199 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own USB
Christopher Davis dominates the cohort's USB exposure, holding $1.2B at 5.3% of his portfolio — roughly 57% of the $2.1B combined position across all eight owners. The quarter's sole notable move was Glenn Greenberg exiting entirely, continuing a pattern of modest, choppy participation: the owner count over the past eight quarters has oscillated between zero and one before settling at the current eight, suggesting no broad consensus is forming. Davis aside, remaining holders — First Eagle ($469M), David Katz (3.4%), and smaller positions at Olstein, Tweedy Browne, and Hillman — reflect selective rather than widespread conviction. With no additions and one exit this quarter, aggregate interest is flat to fading at the cohort level.
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 | Christopher Davis | 5.3% | 40q | $1.16B | 22,237,960 |
| 2 | First Eagle Investment Management | 0.6% | 40q | $469M | 9,018,084 |
| 3 | Joel Greenblatt | 0.2% | 39q | $341M | 6,558,956 |
| 4 | David Katz | 3.4% | 24q | $37M | 709,170 |
| 5 | Mairs & Power Funds | 0.3% | 40q | $31M | 601,518 |
| 6 | Tweedy Browne | 0.8% | 40q | $10M | 184,248 |
| 7 | Robert Olstein | 1.2% | 40q | $6M | 110,000 |
| 8 | Hillman Capital Management | 1.9% | 11q | $3M | 52,528 |
- 1Christopher Davisport5.3%val$1.16B22,237,960 sh·40q held
- 2First Eagle Investment Managementport0.6%val$469M9,018,084 sh·40q held
- 3Joel Greenblattport0.2%val$341M6,558,956 sh·39q held
- 4David Katzport3.4%val$37M709,170 sh·24q held
- 5Mairs & Power Fundsport0.3%val$31M601,518 sh·40q held
- 6Tweedy Browneport0.8%val$10M184,248 sh·40q held
- 7Robert Olsteinport1.2%val$6M110,000 sh·40q held
- 8Hillman Capital Managementport1.9%val$3M52,528 sh·11q held
Owners of USB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | EXIT | <0.1% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 902973304. Not investment advice.