2
HDSUSD
HD SUPPLY HLDGS INC
Consensus score 2/100 · #147 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.5%
of their portfolios
Combined value
$288M
held, at quarter-end
Who’s holding it Q3 2020, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Baupost Group Deep value | 3.0% | $281M | ADD |
| Davis Advisors Concentrated | 0.0% | $6M | 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.