4
WEN
Wendys Co. · Consumer Discretionary
Consensus score 4/100 · #99 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
2.2%
of their portfolios
Combined value
$236M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Trian Partners Concentrated | 5.5% | $212M | HOLD |
| Fairfax Financial Concentrated | 1.2% | $23M | NEW |
| Horizon Kinetics Franchise/inflation | 0.0% | $2M | 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.