ZD

Ziff Davis Inc

2 super-investor ownerscombined $6Mlargest position 0.7%

1 NEW

2 super-investors hold ZD worth a combined $6M. The largest position: Bill Miller at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #257 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.

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Why super-investors own ZD

Interest in ZD within this cohort is minimal and only recently emerging. Bill Miller initiated a new position in 2026Q1 — the first new entrant in at least eight quarters — allocating roughly 0.7% of his portfolio, or approximately $3M. Joel Greenblatt holds a similarly sized stake at around $3M, though it registers as a rounding-zero concentration in his broader book. Combined cohort exposure sits at just $6M across two holders, making ZD a peripheral name rather than a conviction play. The single new entry from Miller nudges the owner count from one to two, but the overall trajectory remains too thin to signal a meaningful shift in cohort sentiment.

AI-synthesized from 13F filings. Not investment advice.