3
FNV
FRANCO NEV CORP · Materials
Consensus score 3/100 · #152 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-09-30
vs 50-day avg
+0.2%
21-day momentum
-12.4%
recent volume
—
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.5%
of their portfolios
Combined value
$322M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Horizon Kinetics Franchise/inflation | 1.8% | $161M | ADD |
| Markel Group Concentrated | 1.2% | $161M | 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.