VLTO
Veralto Corp
3 super-investors hold VLTO worth a combined $31M. The largest position: Wallace Weitz at 0.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 19 — ranked #661 of 724 scored stocks.
Why super-investors own VLTO
Interest in VLTO within this cohort is minimal and static: three managers hold the stock as of 2026Q1, with no additions, trims, new entries, or exits this quarter. The owner count has been flat at two for seven consecutive quarters before a marginal tick to three, suggesting no meaningful momentum in either direction. Joel Greenblatt holds the largest dollar position at $16M, followed by the Gates Foundation Trust at $11M and Wallace Weitz at $4M — yet even the highest-conviction holder, Weitz, allocates just 0.2% of his portfolio to it. Combined cohort exposure of $31M is negligible relative to typical position sizes across this group, indicating VLTO remains a peripheral, low-conviction holding rather than a shared thesis.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 10q | $16M | 185,893 |
| 2 | Bill & Melinda Gates Foundation Trust | <0.1% | 10q | $11M | 124,333 |
| 3 | Wallace Weitz | 0.2% | 10q | $4M | 40,000 |
Owners of VLTO also hold
Long US equity 13F-HR filings only. CUSIP 92338C103. Not investment advice.