WHD
Cactus Inc - A
2 of the 83 super-investors we track hold WHD, worth a combined $11M per their latest 13F filings. The largest position: Tom Bancroft at 5.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 23 of 100 (how strongly the cohort backs it) — ranked #607 of 742 stocks. The stock is up 5.1x since a tracked investor first held it at conviction size (Q1 2020 or earlier).
Held through it: Tom Bancroft (9q straight). All multibaggers the cohort held →
Why super-investors own WHD
WHD is held by 2 super-investors in our cohort, with a combined position value of $11M. The highest-conviction owner is Tom Bancroft at 5.0% of their portfolio. Cohort ownership has shrunk from 2 to 1 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q1 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Tom Bancroft | 5.0% | 17q | $6M | 141,286 |
| 2 | Joel Greenblatt | <0.1% | 34q | $5M | 88,288 |
Owners of WHD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Tom Bancroft | TRIM | 5.0% | -46% | $6M | Feb 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 127203107. Not investment advice.