LYV
LIVE NATION ENTERTAINMENT IN · Communication Services
Consensus score 8/100 · #61 this quarter · tier-weighted across tracked managers
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Dorsey Asset Management Concentrated | 7.4% | $93M | ADD |
| Triple Frond Partners Concentrated | 3.7% | $36M | TRIM |
| Third Point Activist | 3.4% | $71M | TRIM |
| Cantillon Capital Concentrated | 2.5% | $376M | TRIM |
| ValueAct Capital Concentrated | 1.7% | $95M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.3% | $24M | TRIM |
| Southeastern / Longleaf Deep value | 0.1% | $1M | HOLD |
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.