MNRO
Monro Inc. · Consumer Cyclical · Auto - Parts
Données momentum (gérants comparables) :
étendue des détenteurs +6.2% ·
flux d'actions +24.7% ·
nouvelles positions nettes +5.9%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 2.22M | Nouveau | $39.93M | 0.1% | New | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passif) | 2.07M | -5.3% | $37.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passif) | 2.07M | -5.3% | $37.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passif) | 2.07M | -5.3% | $37.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 2.07M | -5.3% | $37.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Icahn Capital ✦ | 1.47M | Nouveau | $26.33M | 0.3% | New | 1 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 1.27M | +16.2% | $22.85M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passif) | 1.27M | +0.7% | $22.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passif) | 804.98K | -6.2% | $14.47M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passif) | 804.98K | -6.2% | $14.47M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 787.62K | — | $14.15M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 787.62K | — | $14.15M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 482.70K | -18.3% | $8.67M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 482.70K | -18.3% | $8.67M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 34 | Arrowstreet Capital ✦ | 371.12K | +43.4% | $6.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Millennium Management ✦ | 325.81K | -28.8% | $5.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 170.25K | -1.2% | $3.06M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 170.25K | -1.2% | $3.06M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 170.25K | -1.2% | $3.06M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 170.25K | -1.2% | $3.06M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 170.25K | -1.2% | $3.06M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 41 | Wellington Management ✦ | 88.99K | Nouveau | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 42 | Wellington Management ✦ | 88.99K | Nouveau | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 42.86K | +41.0% | $771,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 24.20K | — | $434,802 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 24.20K | — | $434,802 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 24.20K | — | $434,802 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 24.20K | — | $434,802 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 24.20K | — | $434,802 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 24.20K | — | $434,802 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 22.43K | +6.5% | $403,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 22.43K | +6.5% | $403,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Adage Capital Partners | $39.93M | 0.1% |
| Icahn Capital | $26.33M | 0.3% |
| Wellington Management | $1.60M | 0.0% |
| Wellington Management | $1.60M | 0.0% |
Sorti(e)
| Marshall Wace | $363,564 | était 0.0% |
| Two Sigma Investments | $282,679 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 182 détenteurs, 36.80M actions, $582.30M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.