5
DE
DEERE & CO · Industrials
Consensus score 5/100 · #85 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
5.2%
of their portfolios
Combined value
$2.50B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Gates Foundation Trust Concentrated | 6.3% | $2.00B | HOLD |
| Markel Group Concentrated | 4.1% | $495M | 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.