2
DINO
HF SINCLAIR CORP · Industrials
Consensus score 2/100 · #152 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.4%
of their portfolios
Combined value
$24M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Semper Augustus Concentrated | 2.7% | $23M | ADD |
| Tweedy Browne Graham/global value | 0.1% | $2M | 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.