Smart Money Radar / Tickers / MNRO

MNRO Consumer Discretionary Distribution & Retail

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
54
of 184 total, index funds excluded
This quarter
+20
17 out
Conviction
3 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $593M held
FundValueNote
Carl Icahn $81M famous whale
BlackRock, Inc. $76M
GAMCO INVESTORS, INC. ET AL $40M
ADAGE CAPITAL PARTNERS GP, … $25M
MORGAN STANLEY $24M
DIMENSIONAL FUND ADVISORS LP $23M
STATE STREET CORP $22M
VANGUARD CAPITAL MANAGEMENT… $20M
Bank of New York Mellon Corp $16M
Nuveen, LLC $16M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.