1 tracked superinvestor hold AMERICOLD REALTY TRUST INC (COLD), worth $107M combined, led by Seth Klarman. Smart money is trimming COLD as of the latest 13F filings.
Current price
$14.22
+9.6%
1Y
Americold is recognized as the leading publicly traded Real Estate Investment Trust worldwide, dedicated to the acquisition, development, operation, and ownership of temperature-controlled warehousing. Headquartered in Atlanta, Georgia, the company commands a substantial portfolio of 185 refrigerated facilities. These locations collectively offer more than 1 billion cubic feet of chilled storage…
Market cap
$3.5B
P/E
-30.7
Div yield
—
Revenue YoY
—
Analyst target
$16
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$107M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing COLD: 1 funds trimmed versus 0 adding.
AMERICOLD REALTY TRUST INC (COLD) is held by 1 tracked funds worth $107M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2% | $107M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own COLD?
1 tracked funds hold AMERICOLD REALTY TRUST INC (COLD), the largest being Seth Klarman (Baupost Group) at 2% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling COLD?
In the most recent 13F quarter, 0 tracked funds added or opened COLD and 1 trimmed it.
How much COLD do tracked funds hold?
Combined disclosed long exposure to COLD across tracked superinvestors is $107M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.