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

HPE

HEWLETT PACKARD ENTERPRISE C · Information Technology

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

Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
0.3%
of their portfolios
Combined value
$22M
held, at quarter-end

Who’s holding it Q2 2023, by position size

ManagerPosition sizeChange
Glenview Capital
Concentrated
0.6%
NEW
Hosking Partners
Concentrated
0.1%
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.