1
HUM
HUMANA INC · Financials
Consensus score 1/100 · #182 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
2
opened a position
Avg weight
1.1%
of their portfolios
Combined value
$574M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Eagle Capital Quality value | 1.7% | $514M | TRIM |
| Glenview Capital Concentrated | 1.6% | $58M | NEW |
| Hound Partners Concentrated | 0.1% | $1M | 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.