WLK
Westlake Corp
3 super-investors hold WLK worth a combined $87M. The largest position: Stanley Druckenmiller at 0.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 50 — ranked #47 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own WLK
Super-investor interest in WLK is minimal and newly formed. Stanley Druckenmiller initiated the only new position this quarter, though at just 0.1% of his portfolio it represents a $2M stake — a negligible allocation for a manager of his scale. Joel Greenblatt accounts for the bulk of the cohort's $87M combined exposure at $84M, yet that too is only 0.1% of his portfolio, signaling a low-conviction holding rather than a core position. First Eagle Investment Management holds a token $831K. The eight-quarter ownership trend shows a cohort count of zero until this quarter's single addition, suggesting no meaningful accumulation trend is underway. Interest is nascent at best.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 40q | $84M | 715,586 |
| 2 | Stanley Druckenmiller | 0.1% | 2q | $2M | 21,194 |
| 3 | First Eagle Investment Management | <0.1% | 15q | $832K | 7,118 |
Owners of WLK also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.1% | +100% | $2M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 960413102. Not investment advice.