Monro, Inc.

MNRO Consumer Discretionary
$20.67 +$0.13 (0.63%)
Market Cap: $620.51 M
Gurus Holding
7
Popularity Rank
#1020
% of Shares Held
11.64%
Net Activity (Q3 2025)
+$33.96 M

Guru Ownership Trend

Guru Analysis for Monro, Inc. (MNRO)

Monro, Inc. (MNRO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $72.23 M.

Top institutional holders include Carl Icahn and Mario Gabelli.

Institutional sentiment is currently Bullish. This is evidenced by a $33.96 M net inflow during the quarter.

Recent activity highlights Carl Icahn who opened a new position. Conversely, Cliff Asness reduced exposure by 1.2%.

Portfolio Manager % Portfolio Activity Shares Value Period
0.29% New Buy 1,465,000 $26.33 M Q3 2025
0.22% Add 16.2% 1,271,335 $22.85 M Q3 2025
0.01% Add 10.2% 352,000 $6.33 M Q3 2025
0.04% New Buy 181,144 $3.26 M Q3 2025
0.00% Reduce -1.2% 170,251 $3.06 M Q3 2025
0.00% New Buy 28,033 $503,753 Q3 2025
0.00% Add 47.5% 26,637 $478,667 Q3 2025

Key Holders

Top 5 by Value

$26.33 M
$22.85 M
$3.26 M
$3.06 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$34 M
Total Buy Value
New Buys 3
Additions 3
-$36,946.33
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
1
Net Buyers
6

FAQs for Monro, Inc. (MNRO)

Top Guru holders include Carl Icahn ($26.33 M), Mario Gabelli ($22.85 M), First Eagle Investment ($6.33 M). Collectively, tracked Gurus hold 3.49 M shares.

Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $33.96 M, with 6 Gurus buying and 1 Gurus selling.

In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of MNRO completely. Total sell value was $36,946.33.

Yes, 3 Gurus opened new positions in MNRO, and 3 added to their existing holdings. Total buy value was $34 M.