ZTS
Zoetis Inc
5 super-investors hold ZTS worth a combined $740M. The largest position: Polen Capital Management at 3.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 33 — ranked #266 of 724 scored stocks.
Why super-investors own ZTS
Five super-investors hold ZTS with a combined $740M, but ownership is heavily concentrated in two names: Polen Capital Management carries the largest position at $499M and 3.5% of its portfolio, while Terry Smith holds $132M at 3.0%. David Rolfe adds further conviction at 2.8%. Activity in 2026Q1 was entirely flat — no additions, trims, starts, or exits across the cohort. The longer-term ownership trend is more telling: after briefly climbing to four holders, the cohort count has slipped back to five with no new entrants, suggesting interest has stabilized rather than built. The position is essentially a Polen and Smith story, with the other three owners holding modest or negligible weights.
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 (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 3.5% | 34q | $499M | 4,223,076 |
| 2 | Terry Smith | 3.0% | 20q | $132M | 1,120,147 |
| 3 | Joel Greenblatt | <0.1% | 37q | $59M | 501,011 |
| 4 | Mairs & Power Funds | 0.4% | 31q | $36M | 303,116 |
| 5 | David Rolfe | 2.8% | 4q | $13M | 113,541 |
Owners of ZTS also hold
Long US equity 13F-HR filings only. CUSIP 98978V103. Not investment advice.