WAB
Wabtec Corp
5 super-investors hold WAB worth a combined $195M. The largest position: First Pacific Advisors at 0.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 29 — ranked #421 of 724 scored stocks.
Why super-investors own WAB
Ownership within this cohort is thin and static: five managers hold WAB, but the historical owner count shows the core group has been stable at one for eight consecutive quarters before the current total, suggesting recent additions rather than a long-tenured consensus. Richard Pzena holds the largest dollar position at $92M, though it represents just 0.3% of his portfolio; First Pacific Advisors carries the highest conviction at 0.9% and $65M. The lone move this quarter was a trim by Stanley Druckenmiller, reducing his $24M position. No manager added or initiated. With no new entrants, no additions, and one trimmer, interest in WAB among this cohort is at best stable and directionally softening at the margin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 0.3% | 29q | $92M | 367,753 |
| 2 | First Pacific Advisors | 0.9% | 25q | $65M | 260,732 |
| 3 | Stanley Druckenmiller | 0.8% | 9q | $24M | 94,895 |
| 4 | Joel Greenblatt | <0.1% | 35q | $13M | 50,723 |
| 5 | Mairs & Power Funds | <0.1% | 5q | $1M | 5,237 |
Owners of WAB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | TRIM | 0.8% | -68% | $24M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 929740108. Not investment advice.