2
AZZ
AZZ INC · Industrials
Consensus score 2/100 · #160 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
1.1%
of their portfolios
Combined value
$4M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Abdiel Capital Concentrated growth | 2.2% | $2M | NEW |
| Polen Capital Quality growth | 0.0% | $3M | ADD |
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.