2
NEM
NEWMONT CORP · Materials
Consensus score 2/100 · #174 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
2.4%
of their portfolios
Combined value
$42M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Semper Augustus Concentrated | 4.7% | $42M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $523K | 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.