NFLX vs GRBK
Netflix · Green Brick Partners
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 5 tracked superinvestors, no manager holds both NFLX and GRBK — the two names draw on entirely separate pools of smart money. NFLX appears in 3 tracked portfolios; GRBK in 2, so NFLX is the more widely held of the two among tracked managers.
NFLX is a Communication holding while GRBK sits in Real Estate — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, NFLX’s ConvictionScore reads −1 (slight selling) against GRBK’s +13 (slight accumulation); GRBK shows the stronger net-accumulation reading of the pair.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds NFLX only, who holds GRBK only, and who holds both.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
No manager holds both NFLX and GRBK.
- David Einhorn28.7%
- Howard Marks9.4%
Frequently asked questions
Which has more hedge-fund owners: NFLX or GRBK?
NFLX (Netflix) is held by 3 tracked superinvestors; GRBK (Green Brick Partners) is held by 2. NFLX has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and GRBK?
0 tracked superinvestors hold both NFLX and GRBK based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between NFLX and GRBK institutional ownership?
Across 5 unique tracked holders: 3 hold only NFLX (60%), 0 hold both (0%), 2 hold only GRBK (40%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.