YOU
Clear Secure Inc -class A
3 super-investors hold YOU worth a combined $211M. The largest position: Henry Ellenbogen at 1.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #671 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own YOU
Henry Ellenbogen is the dominant voice in the cohort on YOU, holding $144M at 1.5% of his portfolio — by far the highest conviction among the three remaining owners. Joel Greenblatt ($60M) and Polen Capital Management ($7M) round out a small, stable group that has held at two or three owners for six consecutive quarters. The only move in 2026Q1 was Samantha McLemore's exit, trimming the cohort from four to three. No one added or initiated. Owner count has been rangebound between one and two for most of the past two years before briefly touching four, suggesting interest is neither building nor collapsing — Ellenbogen's outsized stake carries the bulk of the cohort's conviction here.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 1.5% | 19q | $144M | 2,971,595 |
| 2 | Joel Greenblatt | <0.1% | 20q | $60M | 1,245,918 |
| 3 | Polen Capital Management | <0.1% | 3q | $7M | 145,900 |
Owners of YOU also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | EXIT | 0.2% | -100% | $0 | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 18467V109. Not investment advice.