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Compounder

Adt Inc

Held by 2 superinvestors (ADT).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Valuation

Valuation · two methods

Earnings Power & Asset Floor

Two intrinsic-value methods and a tangible asset floor — deterministic, not price forecasts or recommendations.

This issuer has a multi-share-class structure; a blended per-share count is not available from the current data source, so a per-share floor is not computed here.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

2 superinvestors hold it · $138.2M combined

This quarter2 trimmed1 exited

Largest holder John Rogers

Held by 2 superinvestors of Adt Inc (ADT); this quarter 2 trimmed, 1 exited (as of 2026-03-31).

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

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Superinvestors Holding This Security

  • Value$128.0MWeight (prev→now)1.9% 1.4%
  • Value$10.2MWeight (prev→now)0.1% 0.0%
Exited this quarter (1)

Ownership overview

Adt Inc (ADT) is held by 2 of the superinvestors tracked on Compounder, with a combined $138.2M in reported 13F value. The largest position belongs to John Rogers, where it makes up 1.4% of the portfolio.

Other notable holders by value include Ray Dalio (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in ADT, 0 added to existing ones, 2 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 3 → 2.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker
ADT
Total value held
$138.2M
Largest holder
John Rogers
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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