24
BKNG
BOOKING HOLDINGS INC · Industrials
Consensus score 24/100 · #21 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-11.3%
21-day momentum
-6.2%
recent volume
0.97×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-81.3%
30-wk MA slope
-40.8%
rel. strength
-95.3
52-wk range
0%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
4.7%
of their portfolios
Combined value
$316M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Dorsey Asset Management Concentrated | 8.5% | $132M | ADD |
| Wedgewood Partners Quality growth | 4.9% | $24M | ADD |
| Giverny Capital Quality compounder | 3.1% | $93M | ADD |
| Hosking Partners Concentrated | 2.2% | $67M | 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.