1
FAST
FASTENAL CO · Consumer Discretionary
Consensus score 1/100 · #179 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
2.8%
of their portfolios
Combined value
$532M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 3.1% | $154M | TRIM |
| Cantillon Capital Concentrated | 2.5% | $379M | 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.