13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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13

COF

Capital One Financial Corp. · Financials

Consensus score 13/100 · #36 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+5.3%
21-day momentum
+9.9%
recent volume
0.80×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-1.9%
30-wk MA slope
-1.1%
rel. strength
-20.8
52-wk range
32%

Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
10
tracked managers
New this Q
0
opened a position
Avg weight
3.0%
of their portfolios
Combined value
$5.41B
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Davis Advisors
Concentrated
7.2%
TRIM
Ruane Cunniff / Sequoia
Quality compounder
6.1%
TRIM
Brave Warrior
Concentrated
4.5%
HOLD
Eagle Capital
Quality value
4.0%
TRIM
Lone Pine Capital
Concentrated
3.3%
TRIM
Hosking Partners
Concentrated
1.7%
ADD
Third Point
Activist
1.2%
TRIM
Viking Global Investors
Concentrated
0.8%
TRIM
Berkshire Hathaway
Quality compounder
0.5%
HOLD
Markel Group
Concentrated
0.1%
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.