MNRO
Monro Inc. · Consumer Cyclical · Auto - Parts
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones +0.2% ·
nuevas posiciones netas -7.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| 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 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.04M | — | $75.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 2.19M | — | $32.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 2.19M | — | $32.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 2.19M | — | $32.62M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 2.19M | — | $32.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 2.19M | — | $32.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (pasivo) | 1.26M | -9.3% | $18.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 1.09M | +33.1% | $16.32M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 21 | Geode Capital Management ✦ (pasivo) | 858.44K | -1.2% | $12.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 858.44K | -1.2% | $12.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 590.50K | -34.1% | $8.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 590.50K | -34.1% | $8.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Millennium Management ✦ | 457.34K | +3460.2% | $6.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Arrowstreet Capital ✦ | 258.76K | +1699.5% | $3.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 172.31K | +784.1% | $2.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 172.31K | +784.1% | $2.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 172.31K | +784.1% | $2.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 172.31K | +784.1% | $2.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 30.39K | +2.8% | $454,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Marshall Wace ✦ | 24.38K | -84.6% | $363,564 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Marshall Wace ✦ | 24.38K | -84.6% | $363,564 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 21.07K | — | $314,188 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 21.07K | — | $314,188 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 18.96K | Nuevo | $282,679 | 0.0% | New | 1 | 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
| Two Sigma Investments | $282,679 | 0.0% |
Posición cerrada
| Adage Capital Partners | $4.82M | era 0.0% |
| Renaissance Technologies | $2.80M | era 0.0% |
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.