13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
7

DHR

DANAHER CORP DEL · Industrials

Consensus score 7/100 · #72 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+10.5%
21-day momentum
+5.6%
recent volume
0.77×

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
-1.0%
30-wk MA slope
-2.2%
rel. strength
-17.0
52-wk range
47%

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
7
tracked managers
New this Q
0
opened a position
Avg weight
3.0%
of their portfolios
Combined value
$1.57B
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Dorsey Asset Management
Concentrated
8.8%
TRIM
Third Point
Activist
4.8%
TRIM
Eagle Capital
Quality value
4.2%
ADD
Broad Run Investment Mgmt
Concentrated
2.4%
HOLD
Glenview Capital
Concentrated
0.8%
TRIM
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.