WWD
Woodward Inc
3 super-investors hold WWD worth a combined $149M. The largest position: Stanley Druckenmiller at 2.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 43 — ranked #88 of 724 scored stocks.
Why super-investors own WWD
Stanley Druckenmiller dominates the cohort's exposure to WWD, holding $76M at 2.6% of his portfolio — the only position of real conviction among the three owners. Druckenmiller trimmed his stake in 2026Q1, a modest pullback but the sole activity this quarter. Joel Greenblatt holds $69M but at a negligible portfolio weight, suggesting a quantitative rather than high-conviction allocation. Mairs & Power rounds out the three with a $5M position. Cohort breadth has been flat at just one meaningful owner for eight consecutive quarters, with no new entrants, indicating that interest in WWD is narrow and, with Druckenmiller's trim, showing early signs of fading at the margin.
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 (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stanley Druckenmiller | 2.6% | 10q | $76M | 211,355 |
| 2 | Joel Greenblatt | <0.1% | 37q | $69M | 191,934 |
| 3 | Mairs & Power Funds | 0.1% | 15q | $5M | 14,000 |
Owners of WWD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | TRIM | 2.6% | -64% | $76M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 980745103. Not investment advice.