SITE
SiteOne Landscape Supply, Inc. · Industrials · Industrial - Distribution
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +1.0% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
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 | 115 | +1 | 30.90M | $3.53B | +12 | −10 |
| Q1 2026 | 116 | -2 | 32.17M | $4.27B | +8 | −11 |
| Q4 2025 | 119 | +1 | 31.77M | $3.96B | +3 | −1 |
| Q3 2025 | 17 | +1 | 15.66M | $2.02B | +2 | −2 |
| Q2 2025 | 14 | -3 | 15.82M | $1.91B | +1 | −4 |
| Q1 2025 | 14 | -1 | 10.02M | $1.22B | +1 | −2 |
| Q4 2024 | 15 | +4 | 10.08M | $1.33B | +5 | −1 |
| Q3 2024 | 10 | -1 | 9.20M | $1.39B | +1 | −2 |
| Q2 2024 | 11 | — | 8.45M | $1.03B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 5.42M | -4.7% | $714.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 5.42M | -4.7% | $714.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 1.64M | -13.0% | $216.11M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 1.64M | -13.0% | $216.11M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 1.64M | -13.0% | $216.11M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 1.64M | -13.0% | $216.11M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 781.97K | — | $103.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 716.84K | -0.2% | $94.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 716.84K | -0.2% | $94.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Capital World Investors ✦ | 612.14K | -0.5% | $80.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 367.31K | +124.5% | $48.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 367.31K | +124.5% | $48.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 119.75K | +59.9% | $15.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 94.69K | +327.8% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 94.69K | +327.8% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 94.69K | +327.8% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 94.69K | +327.8% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 76.20K | Nuevo | $10.04M | 0.0% | New | 1 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 75.00K | Nuevo | $9.88M | 0.0% | New | 1 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 69.38K | Nuevo | $9.14M | 0.0% | New | 1 | SEC ↗ |
| 21 | Millennium Management ✦ | 51.49K | +461.6% | $6.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 32.59K | +67.6% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 15.69K | Nuevo | $2.07M | 0.0% | New | 1 | SEC ↗ |
| 24 | Marshall Wace ✦ | 3.39K | Nuevo | $446,700 | 0.0% | New | 1 | SEC ↗ |
| 25 | Marshall Wace ✦ | 3.39K | Nuevo | $446,700 | 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
| Renaissance Technologies | $10.04M | 0.0% |
| Adage Capital Partners | $9.88M | 0.0% |
| Point72 Asset Management | $9.14M | 0.0% |
| Two Sigma Investments | $2.07M | 0.0% |
| Marshall Wace | $446,700 | 0.0% |
| Marshall Wace | $446,700 | 0.0% |
Posición cerrada
| Norges Bank | $733,724 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 420 tenedores, 48.95M acciones, $5.51B 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.