MNRO
Monro Inc. · Consumer Cyclical · Auto - Parts
Señales de momentum (gestores comparables):
amplitud de titulares +7.1% ·
flujo de acciones -14.4% ·
nuevas posiciones netas +6.7%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | -1 | 26.41M | $451.81M | +8 | −9 |
| Q1 2026 | 72 | 0 | 30.86M | $495.15M | +4 | −4 |
| Q4 2025 | 71 | 0 | 30.91M | $619.36M | +2 | −2 |
| Q3 2025 | 17 | +1 | 18.13M | $325.77M | +3 | −2 |
| Q2 2025 | 13 | -1 | 12.01M | $179.04M | +1 | −2 |
| Q1 2025 | 11 | -4 | 4.74M | $68.52M | — | −4 |
| Q4 2024 | 15 | +1 | 6.00M | $148.87M | +1 | — |
| Q3 2024 | 13 | 0 | 5.66M | $163.46M | +1 | −1 |
| Q2 2024 | 13 | — | 5.50M | $131.20M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.35M | — | $33.51M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.28M | -20.5% | $31.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.28M | -20.5% | $31.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.28M | -20.5% | $31.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.28M | -20.5% | $31.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.28M | -20.5% | $31.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Adage Capital Partners ✦ | 1.19M | +34.0% | $29.59M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 837.30K | +1.7% | $20.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 837.30K | +1.7% | $20.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | GAMCO Investors ✦ | 682.78K | +9.9% | $16.93M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 191.14K | +7.5% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 160.78K | +3.7% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 92.56K | +51.2% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 52.30K | -94.4% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 38.11K | -80.8% | $945,103 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 32.11K | -3.6% | $796,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 32.11K | -3.6% | $796,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 32.11K | -3.6% | $796,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 30.33K | Nuevo | $752,234 | 0.0% | New | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 30.33K | Nuevo | $752,234 | 0.0% | New | 1 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 27.95K | -61.3% | $693,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 25.98K | -58.6% | $645,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 9.14K | -58.0% | $226,622 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $752,234 | 0.0% |
| Marshall Wace | $752,234 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 182 tenedores, 36.80M acciones, $582.30M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.