2
SHW
SHERWIN WILLIAMS CO · Consumer Discretionary
Consensus score 2/100 · #154 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-09-29
vs 50-day avg
+3.1%
21-day momentum
-4.7%
recent volume
0.93×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-0.5%
30-wk MA slope
-0.3%
rel. strength
-16.2
52-wk range
45%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
1.5%
of their portfolios
Combined value
$1.46B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Viking Global Investors Concentrated | 3.8% | $1.33B | ADD |
| Tiger Global Management Concentrated | 0.4% | $89M | HOLD |
| Markel Group Concentrated | 0.2% | $32M | 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.