13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
19

DHR

DANAHER CORP DEL · Industrials

Consensus score 19/100 · #29 this quarter · tier-weighted across tracked managers

↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+6.3%
21-day momentum
+7.3%
recent volume
0.84×

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
+15.4%
30-wk MA slope
+0.3%
rel. strength
-13.2
52-wk range
78%

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
8
tracked managers
New this Q
1
opened a position
Avg weight
2.8%
of their portfolios
Combined value
$2.40B
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Dorsey Asset Management
Concentrated
7.6%
ADD
Eagle Capital
Quality value
5.4%
ADD
Glenview Capital
Concentrated
4.4%
ADD
Third Point
Activist
2.2%
ADD
Broad Run Investment Mgmt
Concentrated
2.1%
HOLD
Tiger Global Management
Concentrated
0.4%
NEW
Gates Foundation Trust
Concentrated
0.2%
HOLD
Horizon Kinetics
Franchise/inflation
0.0%
TRIM

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.