13
LYV
LIVE NATION ENTERTAINMENT IN · Communication Services
Consensus score 13/100 · #44 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-10-14
vs 50-day avg
-3.5%
21-day momentum
-0.8%
recent volume
1.00×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
+0.2%
30-wk MA slope
+1.6%
rel. strength
+8.1
52-wk range
68%
Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
7
tracked managers
New this Q
0
opened a position
Avg weight
2.8%
of their portfolios
Combined value
$460M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Dorsey Asset Management Concentrated | 7.7% | $120M | ADD |
| Third Point Activist | 4.5% | $208M | ADD |
| Triple Frond Partners Concentrated | 3.2% | $36M | TRIM |
| Cantillon Capital Concentrated | 3.1% | $21M | TRIM |
| ValueAct Capital Concentrated | 1.0% | $55M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.2% | $18M | TRIM |
| Southeastern / Longleaf Deep value | 0.1% | $2M | 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.