WMB
Williams Cos Inc
4 super-investors hold WMB worth a combined $372M. The largest position: AKO Capital at 2.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #292 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own WMB
Interest in WMB within this cohort is nascent and essentially a single-name story: AKO Capital initiated a position in 2026Q1, the first time any of the ~80 tracked super-investors have held the stock across the past eight quarters. AKO's stake, valued at roughly $129M, represents 2.5% of its portfolio — the only owner here with meaningful conviction. Greenblatt and Dodge & Cox carry the name at negligible weights (0.1% and rounding to zero, respectively), and First Eagle's position is under $400K. Combined cohort exposure is $372M, but that figure is dominated by Greenblatt's larger absolute dollar holding despite its low portfolio weight. With one new entrant and no additions or exits elsewhere, the signal is a single data point, not a trend.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 39q | $172M | 2,359,228 |
| 2 | AKO Capital | 2.5% | — 1q | $129M | 1,775,909 |
| 3 | Dodge & Cox Funds | <0.1% | 24q | $70M | 966,347 |
| 4 | First Eagle Investment Management | 0.0% | 21q | $315K | 4,334 |
Owners of WMB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | NEW | 2.5% | +100% | $129M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 969457100. Not investment advice.