13F filer · graded

COERENTE CAPITAL MANAGEMENT

#101 of 159

rank in today's book

37th

percentile

57.1%

niche skew

2

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

MA2026-01-22— at buyConsensus now
CB2026-01-22Crowded at buyConsensus now+21.4%

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As of 2026-10-30. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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