WULF
Terawulf Inc
3 super-investors hold WULF worth a combined $330M. The largest position: Stephen Mandel at 2.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 22 — ranked #624 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own WULF
Stephen Mandel's new 2.3% portfolio position — worth $287M — is the defining fact for WULF this quarter, accounting for the overwhelming majority of the cohort's $330M combined stake. Mandel's entry in 2026Q1 is the first meaningful super-investor commitment to the stock in several quarters; the owner-count history shows a near-complete washout from a peak of two holders down to zero across four consecutive quarters before this re-emergence. Greenblatt and Polen Capital hold negligible allocations by comparison. With one high-conviction new entrant driving virtually all cohort exposure, interest is technically rising but remains concentrated in a single bet — whether that reflects genuine inflection or opportunistic positioning is not yet established by the broader cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 2.3% | 3q | $287M | 19,921,430 |
| 2 | Joel Greenblatt | <0.1% | 15q | $41M | 2,824,634 |
| 3 | Polen Capital Management | <0.1% | — 1q | $2M | 106,375 |
Owners of WULF also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | NEW | 2.3% | +100% | $287M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 88080T104. Not investment advice.