3
VTRS
Viatris Inc. · Health Care
Consensus score 3/100 · #112 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
3.0%
of their portfolios
Combined value
$1.20B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Davis Advisors Concentrated | 4.9% | $1.06B | HOLD |
| Glenview Capital Concentrated | 3.3% | $123M | TRIM |
| Greenlight / DME Capital Long/short value | 0.8% | $25M | NEW |
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.