3
MAR
MARRIOTT INTL INC NEW · Consumer Discretionary
Consensus score 3/100 · #134 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-09-30
vs 50-day avg
-0.9%
21-day momentum
-0.6%
recent volume
—
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
1.8%
of their portfolios
Combined value
$1.00B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fundsmith Concentrated | 7.0% | $958M | TRIM |
| Markel Group Concentrated | 0.3% | $37M | ADD |
| Eagle Capital Quality value | 0.0% | $6M | TRIM |
| Brave Warrior Concentrated | 0.0% | $442K | 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.