13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
0

FDXF

FEDEX FGHT HLDG CO INC · Industrials

Consensus score 0/100 · tier-weighted across tracked managers

Cluster buy: 3 tracked managers opened a new FDXF position this quarter.
Holders
3
tracked managers
New this Q
3
opened a position
Avg weight
0.5%
of their portfolios
Combined value
$538M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Viking Global Investors
Concentrated
1.0%
NEW
Gates Foundation Trust
Concentrated
0.5%
NEW
Tweedy Browne
Graham/global value
0.0%
NEW

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.