VZ
Verizon Communications Inc
8 super-investors hold VZ worth a combined $332M. The largest position: Hillman Capital Management at 2.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 33 — ranked #272 of 724 scored stocks.
Why super-investors own VZ
Interest in VZ within this cohort is thin and showing no signs of revival — only 8 managers hold the stock, with owner count having flatlined at 2 meaningful holders for most of the past year before the current tally. No one added or initiated a position in 2026Q1; the lone activity was Kahn Brothers Group trimming what is already a negligible $285K stake. The heaviest conviction belongs to Hillman Capital Management and Bill Miller at 2.3% and 2.2% of portfolio respectively, though in dollar terms Mairs & Power Funds dominates with $166M and Joel Greenblatt holds $151M — both at just 0.1% concentration, suggesting index-like rather than high-conviction exposure. Aggregate cohort interest is fading, not building.
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 | Mairs & Power Funds | 1.7% | 40q | $166M | 3,315,436 |
| 2 | Joel Greenblatt | 0.1% | 39q | $151M | 3,002,263 |
| 3 | Bill Miller | 2.2% | 5q | $8M | 168,000 |
| 4 | Hillman Capital Management | 2.3% | 26q | $3M | 64,998 |
| 5 | Tweedy Browne | 0.1% | 40q | $1M | 23,972 |
| 6 | Yacktman Asset Management | <0.1% | 11q | $1M | 20,000 |
| 7 | Kahn Brothers Group | 0.1% | 28q | $285K | 5,682 |
| 8 | Dodge & Cox Funds | 0.0% | 39q | $276K | 5,500 |
- 1Mairs & Power Fundsport1.7%val$166M3,315,436 sh·40q held
- 2Joel Greenblattport0.1%val$151M3,002,263 sh·39q held
- 3Bill Millerport2.2%val$8M168,000 sh·5q held
- 4Hillman Capital Managementport2.3%val$3M64,998 sh·26q held
- 5Tweedy Browneport0.1%val$1M23,972 sh·40q held
- 6Yacktman Asset Managementport<0.1%val$1M20,000 sh·11q held
- 7Kahn Brothers Groupport0.1%val$285K5,682 sh·28q held
- 8Dodge & Cox Fundsport0.0%val$276K5,500 sh·39q held
Owners of VZ also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Kahn Brothers Group | TRIM | 0.1% | -30% | $285K | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 92343V104. Not investment advice.