🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 669.03 +1.0% NASDAQ 100: 600.38 +1.1% Dow Jones: 470.30 +0.8%

Monro, Inc.

MNRO Consumer Discretionary
$15.31 $0 (0.00%)
Market Cap: $459.6 M
Gurus Holding
4
Popularity Rank
#2303
% of Shares Held
22.72%
Net Activity (Q4 2025)
+$67.79 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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $104.4 M.

Top institutional holders include Carl Icahn and Mario Gabelli.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $67.79 M net inflow during the quarter.

Recent activity highlights Carl Icahn who increased their stake by 246.7%. Conversely, Chuck Royce reduced exposure by 14.4%.

Key Holders

Top 5 by Value

$101.77 M
$31.13 M
$3.3 M
$457,132

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$78.07 M
Total Buy Value
New Buys 0
Additions 2
-$10.28 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Monro, Inc. (MNRO)

Major holders include Carl Icahn ($101.77 M), Mario Gabelli ($31.13 M), Cliff Asness ($3.3 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 6.82 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $67.79 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited MNRO. The total reported sell value was $10.28 M.

Yes, 0 managers opened new positions in MNRO, and 2 increased their existing holdings. The total reported buy value was $78.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.21% Add 246.7% 5,078,573 $101.77 M Q4 2025
0.30% Add 22.2% 1,553,432 $31.13 M Q4 2025
0.00% Reduce -3.4% 164,497 $3.3 M Q4 2025
0.00% Reduce -14.4% 22,811 $457,132 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form