MNRO
Monro Inc. · Consumer Cyclical · Auto - Parts
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +24.7% ·
netto nieuwe posities +5.9%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 5.00M | -0.8% | $89.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 2 | Adage Capital Partners ✦ | 2.22M | Nieuw | $39.93M | 0.1% | New | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passief) | 2.07M | -5.3% | $37.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 1.71M | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 5 | Icahn Capital ✦ | 1.47M | Nieuw | $26.33M | 0.3% | New | 1 | SEC ↗ |
| 6 | GAMCO Investors ✦ | 1.27M | +16.2% | $22.85M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passief) | 1.27M | +0.7% | $22.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passief) | 804.98K | -6.2% | $14.47M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 787.62K | — | $14.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 482.70K | -18.3% | $8.67M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 371.12K | +43.4% | $6.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Millennium Management ✦ | 325.81K | -28.8% | $5.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 170.25K | -1.2% | $3.06M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 14 | Wellington Management ✦ | 88.99K | Nieuw | $1.60M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | T. Rowe Price ✦ | 42.86K | +41.0% | $771,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 24.20K | — | $434,802 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 17 | Fidelity (FMR) ✦ | 22.43K | +6.5% | $403,165 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Adage Capital Partners | $39.93M | 0.1% |
| Icahn Capital | $26.33M | 0.3% |
| Wellington Management | $1.60M | 0.0% |
Verlaten
| Marshall Wace | $363,564 | was 0.0% |
| Two Sigma Investments | $282,679 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 182 houders, 36.80M aandelen, $582.30M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.