3
MS
MORGAN STANLEY · Financials
Consensus score 3/100 · #120 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
1.4%
of their portfolios
Combined value
$68M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Hound Partners Concentrated | 2.9% | $23M | NEW |
| Hosking Partners Concentrated | 1.1% | $32M | HOLD |
| Eagle Capital Quality value | 0.0% | $13M | 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.