1 tracked superinvestor hold AMERICOLD REALTY TRUST INC (COLD), worth $89M combined, led by Seth Klarman. Smart money is accumulating COLD as of the latest 13F filings.
Current price
$15.72
Americold is the world's largest publicly traded REIT focused on the ownership, operation, acquisition and development of temperature-controlled warehouses. Based in Atlanta, Georgia, Americold owns and operates 185 temperature-controlled warehouses, with over 1 billion refrigerated cubic feet of storage, in the United States, Australia, New Zealand, Canada, and Argentina. Americold's facilities…
Market cap
$3.5B
P/E
-30.7
Div yield
5.7%
Revenue YoY
-2.4%
Analyst target
$15
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
$89M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating COLD: 1 funds added or opened versus 0 trimming.
AMERICOLD REALTY TRUST INC (COLD) is held by 1 tracked funds worth $89M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 1.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1.7% | $89M |
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 1.7% 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, 1 tracked fund added or opened COLD and 0 trimmed it.
How much COLD do tracked funds hold?
Combined disclosed long exposure to COLD across tracked superinvestors is $89M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.