10
SOLV
Solventum Corporation · Health Care
Consensus score 10/100 · #53 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
7.9%
of their portfolios
Combined value
$951M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Trian Partners Concentrated | 13.9% | $538M | HOLD |
| Davis Advisors Concentrated | 1.9% | $413M | ADD |
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.