Most bought consumer cyclical stocks in Q1 2026
See which Consumer Cyclical stocks institutional investors increased the most in Q1 2026, measured as net growth in reported share positions from Q4 2025 into Q1 2026. Notable additions at the top of this list include LKQ CORP (LKQ), LEGACY HOUSING CORP (LEGH), AMERICAN WOODMARK CORP (AMWD), TAYLOR MORRISON HOME CORP (TMHC). 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 |
|---|---|---|---|---|---|---|---|---|
| LKQ | LKQ CORP | 1,245,519 | $32.53M | 1 | 1 | 1 | 1 | 3 |
| 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 |
| TMHC | TAYLOR MORRISON HOME CORP | 209,068 | $12.13M | 1 | 1 | 0 | 1 | 2 |
| AAP | ADVANCE AUTO PARTS INC | 169,767 | $64.52M | 0 | 1 | 0 | 2 | 1 |
| MLKN | MILLERKNOLL INC | 90,028 | $19.40M | 1 | 0 | 0 | 2 | 1 |
| CRMT | AMERICA'S CAR-MART INC | 40,000 | -$1.43M | 0 | 1 | 0 | 0 | 1 |
| SON | SONOCO PRODUCTS CO | 28,762 | $1.56M | 1 | 0 | 0 | 0 | 1 |
| HRB | H&R BLOCK INC | 28,196 | $894.93K | 1 | 0 | 0 | 0 | 1 |
| XPEV | XPENG INC - ADR | 24,450 | $418.34K | 1 | 0 | 0 | 0 | 1 |
| VSCO | VICTORIA'S SECRET & CO | 18,754 | $869.46K | 1 | 0 | 0 | 0 | 1 |
| IP | INTERNATIONAL PAPER CO | 18,370 | $655.82K | 1 | 0 | 0 | 0 | 1 |
| GEF | GREIF INC-CL A | 17,717 | $1.19M | 1 | 0 | 0 | 0 | 1 |
| REYN | REYNOLDS CONSUMER PRODUCTS I | 15,000 | -$149 | 0 | 1 | 0 | 0 | 1 |
| TM | TOYOTA MOTOR CORP -SPON ADR | 14,666 | $3.02M | 1 | 0 | 0 | 0 | 1 |
| RH | RH | 13,833 | $1.93M | 1 | 0 | 0 | 0 | 1 |
| TNL | TRAVEL + LEISURE CO | 8,914 | $616.78K | 1 | 0 | 0 | 0 | 1 |
| AVY | AVERY DENNISON CORP | 8,726 | $1.51M | 1 | 0 | 0 | 0 | 1 |
| PKG | PACKAGING CORP OF AMERICA | 7,266 | $1.54M | 1 | 0 | 0 | 0 | 1 |
| WH | WYNDHAM HOTELS & RESORTS INC | 6,991 | $567.88K | 1 | 0 | 0 | 0 | 1 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | 6,852 | $386.80K | 1 | 0 | 0 | 0 | 1 |
| VVV | VALVOLINE INC | 6,740 | $227.02K | 1 | 0 | 0 | 0 | 1 |
| CAKE | CHEESECAKE FACTORY INC/THE | 4,517 | $247.29K | 1 | 0 | 0 | 0 | 1 |
| KTB | KONTOOR BRANDS INC | 4,317 | $303.42K | 1 | 0 | 0 | 0 | 1 |
| CHH | CHOICE HOTELS INTL INC | 4,265 | $441.43K | 1 | 0 | 0 | 0 | 1 |
| TXRH | TEXAS ROADHOUSE INC | 4,241 | $700.42K | 1 | 0 | 0 | 0 | 1 |
| BURL | BURLINGTON STORES INC | 3,949 | $1.28M | 1 | 0 | 0 | 0 | 1 |
| CAVA | CAVA GROUP INC | 2,899 | $234.53K | 1 | 0 | 0 | 0 | 1 |
| BOOT | BOOT BARN HOLDINGS INC | 1,681 | $246.03K | 1 | 0 | 0 | 0 | 1 |
| ULTA | ULTA BEAUTY INC | 1,393 | $579.37K | 1 | 0 | 0 | 1 | 1 |
| GPI | GROUP 1 AUTOMOTIVE INC | 890 | $294.26K | 1 | 0 | 0 | 0 | 1 |
Frequently asked questions about Most bought consumer cyclical stocks in Q1 2026
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 LKQ CORP (LKQ), LEGACY HOUSING CORP (LEGH), AMERICAN WOODMARK CORP (AMWD), 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.