WHD

Cactus Inc - A

2 super-investor ownerscombined $14Mlargest position 5.0%

1 TRIM

2 super-investors hold WHD worth a combined $14M. The largest position: Tom Bancroft at 5.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 23 — ranked #599 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own WHD

Interest in WHD within this cohort is minimal and fading. Only two managers — Tom Bancroft and Joel Greenblatt — hold the stock, with a combined position value of just $14M. Bancroft carries the higher conviction at 5.0% of his portfolio (~$6M), though he trimmed his position this quarter; Greenblatt's ~$7M stake rounds to 0.0% of his much larger portfolio. The eight-quarter owner-count trend is telling: the cohort held steady at one owner for seven consecutive quarters before dropping to zero in the most recent read, suggesting the broader group has shown no interest in building a thesis here. No new positions were initiated and no existing holders added shares in 2026Q1.

AI-synthesized from 13F filings. Not investment advice.