13F filer · graded

COERENTE CAPITAL MANAGEMENT

#85 of 134

rank in today's book

37th

percentile

57.1%

niche skew

1

names held

Recent disclosed buys

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

CB2026-01-22Crowded at buyConsensus now+13.6%

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As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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