1
ROL
ROLLINS INC · Industrials
Consensus score 1/100 · #203 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
0.6%
of their portfolios
Combined value
$229M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Polen Capital Quality growth | 0.8% | $116M | NEW |
| Markel Group Concentrated | 0.7% | $80M | ADD |
| Fundsmith Concentrated | 0.3% | $33M | 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.