WRBY
Warby Parker Inc-class A
4 super-investors hold WRBY worth a combined $151M. The largest position: Henry Ellenbogen at 1.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 27 — ranked #498 of 724 scored stocks.
Why super-investors own WRBY
Henry Ellenbogen dominates cohort exposure to WRBY, holding $135M of the $151M combined position at 1.4% of his portfolio — the only meaningful concentration among the four owners. Joel Greenblatt ($12M), First Eagle ($3M), and Thomas Russo ($2M) round out the group at negligible weights. The cohort count has been flat at two since 2024Q4 after a slow build from one, and 2026Q1 activity was minimal: Russo added modestly while no one trimmed or exited. With owner count stagnant and three of four holders carrying near-zero allocations, this reads as a story of one investor's conviction rather than broad super-investor consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 1.4% | 19q | $135M | 6,396,513 |
| 2 | Joel Greenblatt | <0.1% | 18q | $12M | 563,447 |
| 3 | First Eagle Investment Management | <0.1% | 8q | $3M | 135,090 |
| 4 | Thomas Russo | <0.1% | 5q | $2M | 80,000 |
Owners of WRBY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | ADD | <0.1% | +23% | $2M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 93403J106. Not investment advice.