Montanaro Asset Management Ltd FCN — FTI CONSULTING INC

Ownership history in Montanaro Asset Management Ltd  ·  9 quarters on record

AI Ownership Summary

Montanaro Asset Management Ltd reported FTI CONSULTING INC (FCN) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.64% in 2026 Q1. The latest visible filing shows FCN at 2.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FCN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montanaro Asset Management Ltd's position in FTI CONSULTING INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCN was reported at 2.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCN stock page Montanaro Asset Management Ltd fund profile Montanaro Asset Management Ltd full holdings
How Montanaro Asset Management Ltd held FCN — position size vs. price
% of Fund (quarterly)    FCN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 50,000 — 0% 2.64% $8.8M 2026-05-11 $159.09
2025 Q4 UNCHANGED — — — 50,000 — 0% 2.38% $8.5M 2026-03-10 $162.37
2025 Q3 UNCHANGED — — — 50,000 — 0% 2.02% $8.1M 2025-11-13 $164.96
2025 Q2 ADDED — — — 50,000 +5,000 +11.1% 2.08% $8.1M 2025-08-05 $168.42
2025 Q1 UNCHANGED — — — 45,000 — 0% 2.17% $7.4M 2025-05-13 $162.91
2024 Q4 ADDED — — — 45,000 +15,000 +50.0% 1.78% $8.6M 2025-02-12 $191.87
2024 Q3 ADDED — — — 30,000 +3,000 +11.1% 1.22% $6.8M 2024-11-04 $199.50
2024 Q2 UNCHANGED — — — 27,000 — 0% 1.08% $5.8M 2024-07-30 $223.48
2024 Q1 INITIATED — — — 27,000 — — 1.03% $5.7M 2024-05-14 $220.85

🏢 Other funds also holding FCN

As of 2026 Q1 — sorted by position size

Black Creek Investment Management Inc. 3Y 7Y 10.42% Greenvale Capital LLP 3Y 7Y 9.5% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 3.69% Nitorum Capital, L.P. 3Y 7Y 3.48% Van Berkom & Associates Inc. 3Y 7Y 2.57% Laurus Global Equity Management Inc. 3Y 2.05% Running Oak Capital LLC 3Y 2.05% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.81% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 1.69% Mawer Investment Management Ltd. 3Y 7Y 1.5%

FAQ About Montanaro Asset Management Ltd and FCN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Montanaro Asset Management Ltd reported owning FCN?

Montanaro Asset Management Ltd reported FCN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FCN position in Montanaro Asset Management Ltd's portfolio?

The largest reported portfolio weight for FCN was 2.64% in 2026 Q1.

What is the latest reported FCN position on this page?

The most recent filing on this page is 2026 Q1, when Montanaro Asset Management Ltd reported 50,000 shares, equal to 2.64% of portfolio, with an estimated market value of $8.8M.

What does the chart on this FCN ownership page compare?

The chart compares Montanaro Asset Management Ltd's quarterly FCN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Montanaro Asset Management Ltd time their FCN position?

Based on 13F filing dates vs. subsequent FCN price moves, Montanaro Asset Management Ltd correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FCN relative to SPY over the holding period was -29.6%.

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