1
ABNB
AIRBNB INC · Industrials
Consensus score 1/100 · #223 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-06-08
vs 50-day avg
-0.3%
21-day momentum
-4.3%
recent volume
1.01×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+3.2%
30-wk MA slope
+1.1%
rel. strength
-3.9
52-wk range
65%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
1.9%
of their portfolios
Combined value
$440M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Akre Capital Quality compounder | 3.3% | $169M | TRIM |
| Polen Capital Quality growth | 2.0% | $236M | TRIM |
| Markel Group Concentrated | 0.3% | $35M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.