Most bought consumer cyclical stocks in Q1 2025
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q1 2025 versus the prior calendar quarter in our filings. 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 aggregate SEC 13F filings from all institutional investors in our database.
Net share increases
Top symbols by net quarter-over-quarter share change (increases).
Most bought stocks
Net quarter-over-quarter share increases across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | 34,117,894 | $561.7M | 3 | 2 | 5 | 1 | 12 |
| CPNG | COUPANG INC | 21,365,466 | $464.3M | 2 | 5 | 3 | 1 | 12 |
| F | FORD MOTOR CO | 10,999,393 | $112.1M | 2 | 7 | 7 | 1 | 17 |
| LEN | LENNAR CORP-A | 7,900,123 | $603.7M | 6 | 7 | 2 | 4 | 17 |
| PDD | PDD HOLDINGS INC | 7,262,549 | $1.1B | 3 | 4 | 6 | 4 | 13 |
| LESL | LESLIE'S INC | 7,155,431 | -$75.4M | 0 | 1 | 1 | 0 | 2 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 4,564,024 | $243.6M | 3 | 1 | 0 | 2 | 6 |
| TOL | TOLL BROTHERS INC | 3,804,868 | $288.2M | 2 | 3 | 3 | 2 | 9 |
| GM | General Motors Co (GM) | 3,521,613 | -$29.3M | 7 | 6 | 7 | 1 | 22 |
| SE | SEA LTD-ADR | 2,924,485 | $817.7M | 3 | 5 | 3 | 3 | 14 |
| SHCO | SOHO HOUSE & CO INC | 2,748,282 | $13.9M | 0 | 1 | 0 | 1 | 1 |
| SFIX | STITCH FIX INC-CLASS A | 2,741,714 | -$14.2M | 1 | 2 | 0 | 0 | 3 |
| CVNA | CARVANA CO | 2,460,645 | $580.5M | 4 | 4 | 4 | 2 | 14 |
| SKX | SKECHERS USA INC-CL A | 2,049,501 | $76.5M | 2 | 2 | 1 | 0 | 5 |
| MGA | MAGNA INTERNATIONAL INC | 2,038,003 | -$228.8M | 2 | 3 | 0 | 1 | 6 |
| XPEV | XPENG INC - ADR | 1,586,798 | $43.4M | 0 | 1 | 3 | 1 | 4 |
| YETI | YETI HOLDINGS INC | 1,462,646 | $46.7M | 2 | 1 | 0 | 2 | 3 |
| HOG | HARLEY-DAVIDSON INC | 1,430,568 | $26.4M | 1 | 2 | 1 | 3 | 4 |
| ROST | ROSS STORES INC | 1,358,130 | $52.7M | 2 | 6 | 3 | 5 | 11 |
| MCD | MCDONALD'S CORP | 1,307,155 | $453.4M | 8 | 13 | 4 | 2 | 29 |
| CZR | CAESARS ENTERTAINMENT INC | 1,274,550 | -$7.5M | 5 | 1 | 3 | 1 | 11 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,231,607 | -$233.0M | 5 | 5 | 6 | 3 | 17 |
| AAP | ADVANCE AUTO PARTS INC | 1,016,448 | $13.2M | 2 | 1 | 0 | 2 | 4 |
| SBUX | STARBUCKS CORP | 988,911 | $196.7M | 6 | 11 | 7 | 2 | 25 |
| QSR | RESTAURANT BRANDS INTERN | 981,000 | $38.3M | 0 | 2 | 2 | 0 | 6 |
| TPR | TAPESTRY INC | 979,309 | $71.3M | 4 | 2 | 1 | 2 | 8 |
| UA | UNDER ARMOUR INC-CLASS C | 915,264 | $3.5M | 0 | 1 | 1 | 1 | 4 |
| PVH | PVH CORP | 850,132 | -$225.2M | 1 | 3 | 2 | 1 | 6 |
| BC | BRUNSWICK CORP | 815,418 | $11.8M | 2 | 1 | 0 | 1 | 4 |
| HYLN | HYLIION HOLDINGS CORP | 789,420 | -$521.0K | 0 | 1 | 0 | 1 | 1 |
| FOSL | FOSSIL GROUP INC | 729,024 | -$1.7M | 0 | 3 | 0 | 0 | 4 |
| MTH | MERITAGE HOMES CORP | 709,175 | -$18.8M | 0 | 3 | 0 | 1 | 3 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 662,908 | -$4.2M | 0 | 2 | 1 | 0 | 3 |
| DADA | DADA NEXUS LTD-ADR | 659,200 | $2.1M | 0 | 1 | 0 | 1 | 1 |
| MOD | MODINE MANUFACTURING CO | 653,763 | $46.7M | 1 | 2 | 0 | 3 | 4 |
| REAL | REALREAL INC/THE | 623,197 | $418.3K | 1 | 1 | 1 | 0 | 4 |
| GNTX | GENTEX CORP | 621,849 | -$49.9M | 1 | 3 | 1 | 2 | 6 |
| TRS | TRIMAS CORP | 584,647 | $10.7M | 1 | 2 | 0 | 1 | 3 |
| BYON | BEYOND INC | 583,477 | $3.6M | 0 | 3 | 0 | 0 | 3 |
| PLOW | DOUGLAS DYNAMICS INC | 578,962 | $13.1M | 0 | 1 | 1 | 0 | 2 |
| DOOO | BRP INC/CA- SUB VOTING | 573,141 | -$32.5M | 0 | 1 | 0 | 1 | 1 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | 567,564 | $18.2M | 1 | 2 | 0 | 0 | 3 |
| PII | POLARIS INC | 555,223 | $19.8M | 0 | 3 | 1 | 1 | 5 |
| MHK | MOHAWK INDUSTRIES INC | 545,077 | $47.3M | 3 | 4 | 3 | 1 | 10 |
| PLNT | PLANET FITNESS INC - CL A | 541,678 | $51.9M | 2 | 1 | 0 | 2 | 4 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 520,845 | -$12.7M | 1 | 2 | 3 | 2 | 7 |
| WING | WINGSTOP INC | 506,135 | $73.4M | 4 | 3 | 0 | 0 | 7 |
| HEPS | D-MARKET ELECTRONIC SERV-ADR | 482,507 | $1.3M | 1 | 0 | 1 | 0 | 2 |
| SG | SWEETGREEN INC - CLASS A | 478,750 | -$16.6M | 0 | 2 | 0 | 2 | 3 |
| MBLY | MOBILEYE GLOBAL INC-A | 470,765 | $896.2K | 2 | 2 | 1 | 0 | 5 |