6
HUM
HUMANA INC · Financials
Consensus score 6/100 · #92 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
2.3%
of their portfolios
Combined value
$1.63B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Eagle Capital Quality value | 4.7% | $1.53B | ADD |
| Glenview Capital Concentrated | 2.0% | $101M | TRIM |
| Hound Partners Concentrated | 0.1% | $983K | TRIM |
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.