WAT
Waters Corp
10 of the 83 super-investors we track hold WAT, worth a combined $1.69B per their latest 13F filings. The largest position: Terry Smith at 7.0% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 32 of 100 (how strongly the cohort backs it) — ranked #299 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own WAT
WAT is held by 10 super-investors in our cohort, with a combined position value of $1.7B. The highest-conviction owner is Terry Smith at 7.0% of their portfolio. Cohort ownership has grown from 4 to 9 over the last four quarters — net interest is rising. This quarter the cohort registered 2 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 1.8% | 2q | $623M | 1,662,140 |
| 2 | First Eagle Investment Management | 0.8% | 2q | $501M | 1,335,108 |
| 3 | Terry Smith | 7.0% | 18q | $314M | 837,764 |
| 4 | First Pacific Advisors | 1.2% | 2q | $101M | 268,164 |
| 5 | AKO Capital | 1.8% | 12q | $76M | 203,356 |
| 6 | Joel Greenblatt | <0.1% | 40q | $51M | 135,686 |
| 7 | Jensen Investment Management | 0.4% | 40q | $14M | 38,566 |
| 8 | Bill Nygren | <0.1% | 2q | $7M | 18,413 |
| 9 | Robert Olstein | 0.7% | — 1q | $3M | 10,000 |
| 10 | Mairs & Power Funds | <0.1% | 2q | $360K | 959 |
- 1Viking Global Investorsport1.8%val$623M1,662,140 sh·2q held
- 2First Eagle Investment Managementport0.8%val$501M1,335,108 sh·2q held
- 3Terry Smithport7.0%val$314M837,764 sh·18q held
- 4First Pacific Advisorsport1.2%val$101M268,164 sh·2q held
- 5AKO Capitalport1.8%val$76M203,356 sh·12q held
- 6Joel Greenblattport<0.1%val$51M135,686 sh·40q held
- 7Jensen Investment Managementport0.4%val$14M38,566 sh·40q held
- 8Bill Nygrenport<0.1%val$7M18,413 sh·2q held
- 9Robert Olsteinport0.7%val$3M10,000 sh·—1q held
- 10Mairs & Power Fundsport<0.1%val$360K959 sh·2q held
Owners of WAT also hold
Congress is trading WAT
Congress tracker →- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-03-18
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-03-10
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-02-13
- Debbie Dingellexchange$1,001 - $15,000 · 2026-02-10
- Kevin Hernexchange$1,001 - $15,000 · 2026-02-09
- Julia Letlowbought$1,001 - $15,000 · 2025-12-08
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Terry Smith | TRIM | 7.0% | -24% | $314M | Aug 14, 2026 |
| AKO Capital | TRIM | 1.8% | -75% | $76M | Aug 12, 2026 |
Long US equity 13F-HR filings only. CUSIP 941848103. Not investment advice.