13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
1

MPC

Marathon Petroleum Corporation · Energy

Consensus score 1/100 · #226 this quarter · tier-weighted across tracked managers

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
0.9%
of their portfolios
Combined value
$53M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Hosking Partners
Concentrated
1.8%
ADD
Horizon Kinetics
Franchise/inflation
0.0%
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.