Most bought consumer cyclical stocks
Discover which Consumer Cyclical stocks institutional investors added to most aggressively, measured as net growth in reported share positions from Q4 2025 into Q1 2026. Notable additions at the top of this list include COUPANG INC (CPNG), UNDER ARMOUR INC-CLASS C (UA), PELOTON INTERACTIVE INC-A (PTON), AMERICAN AXLE & MFG HOLDINGS (AXL). These rankings are based on SEC 13F filings from the investors we track.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 19,541,977 | -$214.30M | 3 | 3 | 1 | 1 | 9 |
| UA | UNDER ARMOUR INC-CLASS C | 12,541,773 | $81.54M | 0 | 1 | 0 | 0 | 1 |
| PTON | PELOTON INTERACTIVE INC-A | 9,991,385 | $41.61M | 0 | 2 | 0 | 1 | 2 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 8,452,198 | $46.66M | 2 | 3 | 1 | 0 | 6 |
| PDD | PDD HOLDINGS INC | 8,116,130 | $566.36M | 1 | 4 | 2 | 1 | 9 |
| NIO | NIO INC - ADR | 5,993,006 | $44.05M | 0 | 2 | 0 | 0 | 2 |
| WEN | WENDY'S CO/THE | 5,528,028 | -$3.79M | 1 | 3 | 1 | 0 | 5 |
| MAT | MATTEL INC | 5,264,555 | -$35.62M | 0 | 2 | 0 | 1 | 2 |
| HGV | HILTON GRAND VACATIONS INC | 5,239,891 | $204.98M | 1 | 0 | 0 | 0 | 1 |
| DRVN | DRIVEN BRANDS HOLDINGS INC | 4,000,000 | $50.44M | 1 | 0 | 0 | 0 | 1 |
| HAS | HASBRO INC | 3,690,060 | $348.15M | 1 | 0 | 2 | 0 | 3 |
| LEN | LENNAR CORP-A | 3,352,434 | -$206.49M | 0 | 3 | 3 | 0 | 7 |
| TRIP | TRIPADVISOR INC | 3,324,507 | $24.37M | 1 | 1 | 0 | 0 | 2 |
| M | MACY'S INC | 3,039,026 | $54.35M | 1 | 1 | 1 | 0 | 3 |
| TSLA | TESLA INC | 2,963,598 | $621.26M | 1 | 2 | 6 | 1 | 10 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 2,694,806 | $103.24M | 1 | 2 | 2 | 0 | 5 |
| BBWI | BATH & BODY WORKS INC | 2,473,744 | $45.77M | 0 | 2 | 0 | 0 | 2 |
| BLMN | BLOOMIN' BRANDS INC | 2,197,676 | $11.71M | 1 | 1 | 0 | 0 | 2 |
| MLKN | MILLERKNOLL INC | 2,125,675 | $48.84M | 3 | 0 | 2 | 0 | 5 |
| GME | GAMESTOP CORP-CLASS A | 2,093,755 | $49.89M | 0 | 1 | 0 | 0 | 1 |
| HOG | HARLEY-DAVIDSON INC | 2,038,796 | $38.67M | 1 | 1 | 0 | 1 | 3 |
| SES | SES AI CORP | 1,653,725 | -$1.14M | 0 | 1 | 1 | 0 | 2 |
| HRB | H&R BLOCK INC | 1,630,307 | $51.45M | 1 | 1 | 0 | 0 | 2 |
| CVNA | CARVANA CO | 1,561,996 | -$595.83M | 0 | 4 | 4 | 0 | 8 |
| SE | SEA LTD-ADR | 1,455,213 | -$794.28M | 0 | 4 | 1 | 1 | 6 |
| GM | GENERAL MOTORS CO | 1,336,754 | $17.85M | 0 | 2 | 4 | 1 | 8 |
| LKQ | LKQ CORP | 1,268,957 | $33.21M | 1 | 1 | 2 | 1 | 4 |
| ROL | ROLLINS INC | 1,048,836 | $31.55M | 1 | 1 | 2 | 0 | 4 |
| UAA | UNDER ARMOUR INC-CLASS A | 1,041,949 | $45.17M | 0 | 1 | 0 | 0 | 1 |
| PTLO | PORTILLO'S INC-CL A | 990,123 | $7.29M | 1 | 1 | 1 | 0 | 3 |
| LULU | LULULEMON ATHLETICA INC | 975,492 | $140.32M | 1 | 1 | 1 | 1 | 4 |
| CROX | CROCS INC | 971,598 | $77.58M | 2 | 2 | 0 | 0 | 5 |
| AEO | AMERICAN EAGLE OUTFITTERS | 963,794 | $16.02M | 1 | 0 | 0 | 1 | 1 |
| REAL | REALREAL INC/THE | 937,477 | $2.28M | 0 | 2 | 0 | 0 | 2 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | 785,381 | $3.60M | 0 | 2 | 1 | 0 | 3 |
| BBY | BEST BUY CO INC | 768,535 | $47.37M | 0 | 1 | 2 | 0 | 4 |
| GIL | GILDAN ACTIVEWEAR INC | 737,092 | $27.78M | 0 | 1 | 2 | 0 | 4 |
| BC | BRUNSWICK CORP | 734,988 | $51.85M | 0 | 1 | 1 | 0 | 2 |
| MELI | MERCADOLIBRE INC | 664,559 | $911.25M | 3 | 6 | 2 | 0 | 12 |
| IP | INTERNATIONAL PAPER CO | 656,502 | $23.38M | 1 | 1 | 0 | 0 | 2 |
| KBH | KB HOME | 618,465 | $28.15M | 0 | 3 | 0 | 0 | 3 |
| ETSY | ETSY INC | 594,565 | $386.33K | 0 | 1 | 1 | 0 | 2 |
| VSCO | VICTORIA'S SECRET & CO | 531,770 | $11.03M | 0 | 2 | 0 | 0 | 2 |
| XPEL | XPEL INC | 531,620 | $15.18M | 0 | 2 | 0 | 0 | 2 |
| WOOF | PETCO HEALTH AND WELLNESS CO | 523,495 | $1.46M | 1 | 0 | 0 | 0 | 1 |
| BYON | BEYOND INC | 507,922 | $1.92M | 0 | 1 | 0 | 0 | 1 |
| RERE | ATRENEW INC | 504,946 | -$3.63M | 1 | 0 | 0 | 0 | 2 |
| LEGH | LEGACY HOUSING CORP | 481,900 | $10.05M | 0 | 1 | 0 | 1 | 1 |
| AMWD | AMERICAN WOODMARK CORP | 476,548 | $2.56M | 0 | 1 | 0 | 1 | 1 |
| PACK | RANPAK HOLDINGS CORP | 398,829 | $706.20K | 0 | 1 | 0 | 0 | 1 |
Frequently asked questions about Most bought consumer cyclical stocks
What are the most bought Consumer Cyclical stocks in Q1 2026?
The most bought consumer cyclical stocks in Q1 2026 are those with the largest increase in reported share counts across tracked institutional investors compared to Q4 2025, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q1 2026?
Among the managers we track, net additions were largest in companies such as COUPANG INC (CPNG), UNDER ARMOUR INC-CLASS C (UA), PELOTON INTERACTIVE INC-A (PTON), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q4 2025).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.