3
MAR
MARRIOTT INTL INC NEW · Consumer Discretionary
Consensus score 3/100 · #123 this quarter · tier-weighted across tracked managers
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
2.2%
of their portfolios
Combined value
$1.14B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fundsmith Concentrated | 8.6% | $1.10B | TRIM |
| Markel Group Concentrated | 0.3% | $31M | ADD |
| Eagle Capital Quality value | 0.0% | $6M | HOLD |
| Brave Warrior Concentrated | 0.0% | $391K | 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.