Consumer Cyclical — Institutional Ownership & Hedge Fund Activity
Track hedge fund buying and selling activity in Consumer Cyclical stocks based on SEC 13F filings for Q1 2026.
Most Bought Consumer Cyclical Stocks
| # | Stock | Company | Funds Buying | Net $ Change |
|---|---|---|---|---|
| 1 | HZO | MarineMax, Inc. | 1 | +$82.6B |
| 2 | LAD | Lithia Motors, Inc. | 1 | +$0 |
| 3 | BOOT | Boot Barn Holdings, Inc. | 1 | +$0 |
| 4 | FLUT | Flutter Entertainment plc | 1 | +$0 |
| 5 | CCK | Crown Holdings, Inc. | 1 | +$94.8M |
| 6 | GAMB | Gambling.com Group Limited | 1 | +$4.0B |
| 7 | MTN | Vail Resorts, Inc. | 1 | +$0 |
| 8 | CHWY | Chewy, Inc. | 1 | +$586.0B |
| 9 | ARHS | Arhaus, Inc. | 1 | +$29.2B |
| 10 | LEN | Lennar Corporation | 1 | +$1.6T |
| 11 | MAMO | Massimo Group Common Stock | 1 | +$14.2M |
| 12 | AEO | American Eagle Outfitters, Inc. | 1 | +$417.1B |
| 13 | CASY | Casey's General Stores, Inc. | 1 | +$1.2B |
| 14 | MOV | Movado Group, Inc. | 1 | +$29.4B |
| 15 | EXPE | Expedia Group, Inc. | 1 | +$0 |
| 16 | NEGG | Newegg Commerce, Inc. | 1 | +$265.1M |
| 17 | FWRG | First Watch Restaurant Group, Inc. | 1 | +$42.6B |
| 18 | DKNG | DraftKings Inc. | 1 | +$574.2B |
| 19 | LEA | Lear Corporation | 1 | +$43.8M |
| 20 | DKS | DICK'S Sporting Goods, Inc. | 1 | +$35.5M |
Most Sold Consumer Cyclical Stocks
| # | Stock | Company | Funds Selling | Net $ Change |
|---|---|---|---|---|
| 1 | CARG | CarGurus, Inc. | 1 | +$0 |
| 2 | HRB | H&R Block, Inc. | 1 | +$0 |
| 3 | AN | AutoNation, Inc. | 1 | $-31.2M |
| 4 | LVWR | LiveWire Group, Inc. | 1 | +$0 |
| 5 | NVR | NVR, Inc. | 1 | $-267.0M |
| 6 | FLWS | 1-800-FLOWERS.COM, Inc. | 1 | +$0 |
| 7 | HSAI | Hesai Group | 1 | +$0 |
| 8 | FIGS | FIGS, Inc. | 1 | +$0 |
| 9 | DRVN | Driven Brands Holdings Inc. | 1 | +$0 |
| 10 | HNST | The Honest Company, Inc. | 1 | +$0 |
| 11 | FNKO | Funko, Inc. | 1 | +$0 |
| 12 | EMPD | Empery Digital Inc. | 1 | +$0 |
| 13 | ELA | Envela Corporation | 1 | +$0 |
| 14 | BJRI | BJ's Restaurants, Inc. | 1 | +$0 |
| 15 | AKA | a.k.a. Brands Holding Corp. | 1 | +$0 |
| 16 | BIRK | Birkenstock Holding plc | 1 | +$0 |
| 17 | NKE | NIKE, Inc. | 1 | +$0 |
| 18 | LVS | Las Vegas Sands Corp. | 1 | +$0 |
| 19 | BZH | Beazer Homes USA, Inc. | 1 | +$0 |
| 20 | CVGI | Commercial Vehicle Group, Inc. | 1 | +$0 |
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Data sourced from SEC 13F filings for Q1 2026. Filings are delayed up to 45 days after quarter end.