VTRS
Viatris Inc
3 super-investors hold VTRS worth a combined $1.12B. The largest position: Christopher Davis at 4.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #330 of 724 scored stocks.
Why super-investors own VTRS
Christopher Davis dominates the cohort's exposure here, holding VTRS at 4.9% of his portfolio — accounting for roughly $1.1B of the cohort's $1.1B combined position. Bill Miller and Joel Greenblatt hold token positions at 2.6% ($10M) and a negligible slice ($54M), respectively. No one in the cohort added, trimmed, started, or exited in 2026Q1, making this a period of complete inertia. The owner count history tells a story of fading broader interest — the cohort shrank from two holders down to one for several consecutive quarters before settling at three — and with Davis holding essentially the entire economic weight, this is effectively a single-manager conviction call rather than a consensus position.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Christopher Davis | 4.9% | 22q | $1.06B | 78,211,191 |
| 2 | Joel Greenblatt | <0.1% | 21q | $54M | 3,993,155 |
| 3 | Bill Miller | 2.6% | 21q | $10M | 731,676 |
Owners of VTRS also hold
Long US equity 13F-HR filings only. CUSIP 92556V106. Not investment advice.