Most bought consumer cyclical stocks in Q1 2025
See which Consumer Cyclical stocks institutional investors increased the most in Q1 2025, measured as net growth in reported share positions from Q4 2024 into Q1 2025. Notable additions at the top of this list include CARNIVAL CORP (CCL), COUPANG INC (CPNG), FORD MOTOR CO (F), LENNAR CORP-A (LEN). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | 33,700,007 | $560.46M | 2 | 0 | 2 | 0 | 4 |
| CPNG | COUPANG INC | 21,404,000 | $465.19M | 1 | 4 | 1 | 1 | 8 |
| F | FORD MOTOR CO | 12,903,019 | $130.28M | 0 | 1 | 1 | 0 | 2 |
| LEN | LENNAR CORP-A | 7,976,282 | $617.14M | 3 | 5 | 0 | 2 | 8 |
| PDD | PDD HOLDINGS INC | 7,670,469 | $1.13B | 1 | 3 | 5 | 2 | 9 |
| LESL | LESLIE'S INC | 7,155,431 | -$75.39M | 0 | 1 | 1 | 0 | 2 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 4,560,772 | $243.41M | 2 | 1 | 0 | 1 | 3 |
| TOL | TOLL BROTHERS INC | 3,826,380 | $291.18M | 1 | 1 | 2 | 0 | 4 |
| GM | GENERAL MOTORS CO | 3,766,206 | $134.37M | 2 | 2 | 4 | 0 | 9 |
| SE | SEA LTD-ADR | 3,073,980 | $827.90M | 1 | 2 | 1 | 2 | 5 |
| SHCO | SOHO HOUSE & CO INC | 2,748,282 | $13.87M | 0 | 1 | 0 | 1 | 1 |
| SFIX | STITCH FIX INC-CLASS A | 2,638,653 | -$14.51M | 0 | 2 | 0 | 0 | 2 |
| CVNA | CARVANA CO | 2,448,476 | $573.86M | 1 | 1 | 4 | 0 | 7 |
| SKX | SKECHERS USA INC-CL A | 2,179,491 | $85.87M | 0 | 1 | 0 | 0 | 1 |
| MGA | MAGNA INTERNATIONAL INC | 2,017,098 | -$229.47M | 1 | 2 | 0 | 1 | 4 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,691,728 | -$192.60M | 1 | 2 | 3 | 1 | 6 |
| XPEV | XPENG INC - ADR | 1,665,846 | $44.20M | 0 | 1 | 1 | 0 | 2 |
| YETI | YETI HOLDINGS INC | 1,492,661 | $47.84M | 1 | 1 | 0 | 1 | 2 |
| ROST | ROSS STORES INC | 1,485,615 | $74.30M | 0 | 3 | 2 | 2 | 5 |
| HOG | HARLEY-DAVIDSON INC | 1,423,817 | $26.26M | 0 | 1 | 0 | 2 | 1 |
| MCD | MCDONALD'S CORP | 1,243,995 | $412.95M | 2 | 4 | 2 | 0 | 10 |
| CZR | CAESARS ENTERTAINMENT INC | 1,205,913 | -$8.92M | 1 | 0 | 0 | 0 | 3 |
| AAP | ADVANCE AUTO PARTS INC | 1,015,561 | $13.18M | 0 | 1 | 0 | 1 | 1 |
| TPR | TAPESTRY INC | 1,002,390 | $72.60M | 0 | 1 | 0 | 1 | 1 |
| GNTX | GENTEX CORP | 992,742 | -$39.27M | 1 | 3 | 1 | 0 | 6 |
| QSR | RESTAURANT BRANDS INTERN | 984,734 | $38.48M | 0 | 2 | 1 | 0 | 5 |
| SBUX | STARBUCKS CORP | 984,663 | $189.56M | 1 | 3 | 6 | 1 | 10 |
| UA | UNDER ARMOUR INC-CLASS C | 915,500 | $3.49M | 0 | 1 | 0 | 0 | 1 |
| PVH | PVH CORP | 898,660 | -$219.26M | 0 | 2 | 1 | 0 | 3 |
| HYLN | HYLIION HOLDINGS CORP | 842,772 | -$381.70K | 0 | 1 | 0 | 0 | 1 |
| BC | BRUNSWICK CORP | 800,157 | $10.97M | 0 | 1 | 0 | 0 | 1 |
| FOSL | FOSSIL GROUP INC | 729,024 | -$1.45M | 0 | 3 | 0 | 0 | 3 |
| MTH | MERITAGE HOMES CORP | 721,307 | -$16.92M | 0 | 3 | 0 | 0 | 3 |
| DADA | DADA NEXUS LTD-ADR | 670,200 | $2.11M | 0 | 1 | 0 | 0 | 1 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 662,908 | -$4.21M | 0 | 2 | 1 | 0 | 3 |
| PLNT | PLANET FITNESS INC - CL A | 587,420 | $56.48M | 1 | 1 | 0 | 0 | 2 |
| TRS | TRIMAS CORP | 584,647 | $10.72M | 1 | 2 | 0 | 1 | 3 |
| PLOW | DOUGLAS DYNAMICS INC | 578,962 | $13.13M | 0 | 1 | 1 | 0 | 2 |
| DOOO | BRP INC/CA- SUB VOTING | 573,141 | -$32.54M | 0 | 1 | 0 | 1 | 1 |
| MHK | MOHAWK INDUSTRIES INC | 555,628 | $48.84M | 1 | 3 | 2 | 0 | 6 |
| PII | POLARIS INC | 549,264 | $19.90M | 0 | 2 | 0 | 0 | 2 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | 547,954 | $17.60M | 0 | 2 | 0 | 0 | 2 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 531,028 | -$11.58M | 0 | 2 | 3 | 0 | 5 |
| LKQ | LKQ CORP | 528,728 | $26.32M | 1 | 0 | 1 | 1 | 2 |
| REAL | REALREAL INC/THE | 524,400 | $852.06K | 0 | 1 | 0 | 0 | 1 |
| WING | WINGSTOP INC | 501,932 | $72.53M | 2 | 1 | 0 | 0 | 3 |
| SG | SWEETGREEN INC - CLASS A | 478,850 | -$16.60M | 0 | 2 | 0 | 1 | 2 |
| BYON | BEYOND INC | 460,600 | $2.70M | 0 | 1 | 0 | 0 | 1 |
| WHR | WHIRLPOOL CORP | 442,885 | $38.15M | 1 | 1 | 0 | 0 | 2 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | 441,603 | $7.82M | 0 | 2 | 0 | 0 | 2 |
Frequently asked questions about Most bought consumer cyclical stocks in Q1 2025
What are the most bought Consumer Cyclical stocks in Q1 2025?
The most bought consumer cyclical stocks in Q1 2025 are those with the largest increase in reported share counts across tracked institutional investors compared to Q4 2024, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q1 2025?
Among the managers we track, net additions were largest in companies such as CARNIVAL CORP (CCL), COUPANG INC (CPNG), FORD MOTOR CO (F), 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 2024).
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.