4
PAYX
PAYCHEX INC · Industrials
Consensus score 4/100 · #121 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
1.2%
of their portfolios
Combined value
$36M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Semper Augustus Concentrated | 2.4% | $21M | NEW |
| Markel Group Concentrated | 0.1% | $15M | 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.