Most bought consumer cyclical stocks in Q2 2023
See which Consumer Cyclical stocks institutional investors increased the most in Q2 2023, measured as net growth in reported share positions from Q1 2023 into Q2 2023. Notable additions at the top of this list include GARRETT MOTION INC (GTX), ALIBABA GROUP HOLDING-SP ADR (BABA), MADISON SQUARE GARDEN ENTERT (MSGE), FORD MOTOR CO (F). 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 |
|---|---|---|---|---|---|---|---|---|
| GTX | GARRETT MOTION INC | 63,231,086 | $307.68M | 0 | 4 | 0 | 0 | 4 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | 7,742,935 | $326.64M | 3 | 6 | 4 | 2 | 16 |
| MSGE | MADISON SQUARE GARDEN ENTERT | 7,045,880 | $235.24M | 2 | 0 | 0 | 0 | 2 |
| F | FORD MOTOR CO | 6,343,746 | -$67.91M | 0 | 2 | 0 | 1 | 4 |
| LESL | LESLIE'S INC | 5,004,364 | $27.80M | 1 | 1 | 0 | 0 | 2 |
| CPNG | COUPANG INC | 4,848,669 | $179.26M | 0 | 2 | 2 | 1 | 5 |
| DHI | DR HORTON INC | 3,907,295 | $774.99M | 1 | 1 | 4 | 1 | 6 |
| RRR | RED ROCK RESORTS INC-CLASS A | 3,516,292 | $173.70M | 1 | 0 | 1 | 0 | 2 |
| IP | INTERNATIONAL PAPER CO | 2,758,480 | $60.69M | 0 | 1 | 0 | 0 | 1 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 2,091,029 | $9.86M | 0 | 2 | 0 | 0 | 3 |
| MGA | MAGNA INTERNATIONAL INC | 2,071,757 | $113.00M | 1 | 3 | 1 | 0 | 6 |
| ETSY | ETSY INC | 2,037,331 | -$6.76M | 0 | 2 | 1 | 0 | 3 |
| JD | JD.COM INC-ADR | 1,905,981 | -$327.44M | 2 | 3 | 2 | 3 | 7 |
| QRTEA | QURATE RETAIL INC-SERIES A | 1,867,817 | $1.49M | 1 | 1 | 0 | 0 | 3 |
| NKE | NIKE INC -CL B | 1,739,390 | -$236.35M | 1 | 4 | 3 | 2 | 10 |
| CZR | CAESARS ENTERTAINMENT INC | 1,510,260 | $102.01M | 1 | 1 | 1 | 0 | 3 |
| MBC | MASTERBRAND INC | 1,379,032 | $21.73M | 1 | 4 | 1 | 0 | 6 |
| SE | SEA LTD-ADR | 1,373,424 | -$149.79M | 0 | 2 | 2 | 0 | 5 |
| CHWY | CHEWY INC - CLASS A | 1,105,818 | $44.60K | 1 | 0 | 1 | 0 | 2 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 911,123 | $149.79M | 0 | 4 | 1 | 0 | 6 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 893,998 | $110.61M | 0 | 1 | 0 | 0 | 1 |
| REAL | REALREAL INC/THE | 880,858 | $2.47M | 1 | 1 | 0 | 0 | 2 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 655,100 | -$34.08K | 1 | 0 | 0 | 0 | 2 |
| HTHT | H WORLD GROUP LTD-ADR | 620,460 | -$4.45M | 0 | 1 | 1 | 0 | 2 |
| ROL | ROLLINS INC | 606,908 | $1.79M | 0 | 1 | 1 | 0 | 3 |
| CCL | CARNIVAL CORP | 549,316 | $127.56K | 1 | 0 | 1 | 0 | 2 |
| SEE | SEALED AIR CORP | 546,228 | $6.84M | 2 | 2 | 1 | 0 | 5 |
| W | WAYFAIR INC- CLASS A | 545,600 | $69.61M | 1 | 0 | 1 | 0 | 2 |
| RVLV | REVOLVE GROUP INC | 514,810 | -$1.27M | 0 | 2 | 1 | 0 | 3 |
| ANF | ABERCROMBIE & FITCH CO-CL A | 465,276 | $21.82K | 0 | 1 | 0 | 0 | 1 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | 448,236 | $2.73M | 0 | 2 | 1 | 0 | 3 |
| TCOM | TRIP.COM GROUP LTD-ADR | 432,435 | -$70.41M | 1 | 2 | 2 | 0 | 5 |
| HEPS | D-MARKET ELECTRONIC SERV-ADR | 403,910 | $857 | 0 | 1 | 0 | 0 | 1 |
| UA | UNDER ARMOUR INC-CLASS C | 362,400 | -$414.10K | 0 | 1 | 0 | 0 | 2 |
| HD | HOME DEPOT INC | 359,645 | $40.64M | 1 | 5 | 5 | 0 | 12 |
| FOSL | FOSSIL GROUP INC | 355,608 | $47 | 0 | 1 | 0 | 0 | 1 |
| LOGC | CONTEXTLOGIC INC - A | 325,477 | $2.14K | 1 | 0 | 0 | 0 | 1 |
| RH | RH | 322,272 | $276.10M | 0 | 2 | 1 | 0 | 4 |
| YUMC | YUM CHINA HOLDINGS INC | 322,103 | $3.84M | 2 | 1 | 1 | 2 | 4 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 317,110 | $15.25M | 0 | 1 | 1 | 0 | 2 |
| STKS | ONE GROUP HOSPITALITY INC/TH | 308,925 | $2.15M | 0 | 1 | 1 | 0 | 2 |
| RSI | RUSH STREET INTERACTIVE INC | 302,699 | $947 | 0 | 1 | 0 | 0 | 1 |
| AAP | ADVANCE AUTO PARTS INC | 295,393 | -$12.06M | 1 | 1 | 0 | 3 | 2 |
| MLKN | MILLERKNOLL INC | 292,561 | -$1.77M | 0 | 3 | 0 | 0 | 3 |
| VRA | VERA BRADLEY INC | 278,902 | $1.86K | 0 | 1 | 0 | 0 | 1 |
| TCS | CONTAINER STORE GROUP INC/TH | 267,812 | $233.87K | 0 | 2 | 0 | 0 | 2 |
| RRGB | RED ROBIN GOURMET BURGERS | 265,949 | $4.24M | 0 | 1 | 1 | 0 | 2 |
| DTC | SOLO BRANDS INC - CLASS A | 263,126 | $1.47K | 0 | 1 | 0 | 0 | 1 |
| GPI | GROUP 1 AUTOMOTIVE INC | 262,021 | $75.28M | 1 | 2 | 0 | 0 | 3 |
| BC | BRUNSWICK CORP | 258,283 | $48.89M | 0 | 2 | 1 | 0 | 3 |
Frequently asked questions about Most bought consumer cyclical stocks in Q2 2023
What are the most bought Consumer Cyclical stocks in Q2 2023?
The most bought consumer cyclical stocks in Q2 2023 are those with the largest increase in reported share counts across tracked institutional investors compared to Q1 2023, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q2 2023?
Among the managers we track, net additions were largest in companies such as GARRETT MOTION INC (GTX), ALIBABA GROUP HOLDING-SP ADR (BABA), MADISON SQUARE GARDEN ENTERT (MSGE), 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 Q1 2023).
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.