Most bought consumer cyclical stocks in Q3 2023
See which Consumer Cyclical stocks institutional investors increased the most in Q3 2023, measured as net growth in reported share positions from Q2 2023 into Q3 2023. Notable additions at the top of this list include VF CORP (VFC), CARNIVAL CORP (CCL), WENDY'S CO/THE (WEN), LESLIE'S INC (LESL). 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 |
|---|---|---|---|---|---|---|---|---|
| VFC | VF CORP | 32,922,341 | $618.70M | 2 | 0 | 1 | 1 | 3 |
| CCL | CARNIVAL CORP | 12,254,445 | $56.30K | 0 | 2 | 0 | 0 | 2 |
| WEN | WENDY'S CO/THE | 11,549,015 | $229.73M | 0 | 1 | 1 | 0 | 2 |
| LESL | LESLIE'S INC | 8,136,285 | -$16.80M | 0 | 1 | 0 | 1 | 1 |
| SE | SEA LTD-ADR | 7,496,789 | $324.86M | 0 | 3 | 0 | 2 | 3 |
| MAR | MARRIOTT INTERNATIONAL -CL A | 6,850,856 | $1.41B | 2 | 3 | 4 | 0 | 11 |
| F | FORD MOTOR CO | 6,417,199 | -$2.34M | 0 | 1 | 1 | 1 | 3 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 4,771,772 | $218.58M | 1 | 0 | 0 | 0 | 2 |
| ROL | ROLLINS INC | 3,602,912 | $95.59M | 0 | 2 | 1 | 0 | 3 |
| MGA | MAGNA INTERNATIONAL INC | 3,237,307 | $159.30M | 0 | 2 | 3 | 0 | 6 |
| GAP | GAP INC/THE | 2,888,741 | $119.74M | 0 | 1 | 1 | 0 | 3 |
| PDD | PDD HOLDINGS INC | 2,555,190 | $309.67M | 4 | 2 | 1 | 1 | 7 |
| FL | FOOT LOCKER INC | 2,235,456 | $38.79M | 1 | 0 | 0 | 0 | 1 |
| CHWY | CHEWY INC - CLASS A | 1,965,099 | -$142.05K | 0 | 1 | 1 | 0 | 2 |
| NKE | NIKE INC -CL B | 1,914,012 | -$301.17M | 0 | 4 | 3 | 0 | 10 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 1,764,343 | $111.82M | 1 | 1 | 0 | 0 | 2 |
| LVS | LAS VEGAS SANDS CORP | 1,607,935 | -$5.16M | 0 | 2 | 1 | 1 | 3 |
| LI | LI AUTO INC - ADR | 1,496,400 | $57.53K | 0 | 1 | 0 | 0 | 1 |
| CVNA | CARVANA CO | 1,299,020 | $126.41M | 1 | 0 | 2 | 0 | 5 |
| AAP | ADVANCE AUTO PARTS INC | 1,232,536 | $73.33M | 1 | 0 | 1 | 0 | 3 |
| TPR | TAPESTRY INC | 1,169,639 | -$1.74M | 0 | 1 | 1 | 1 | 2 |
| RVLV | REVOLVE GROUP INC | 1,090,720 | $16.62M | 0 | 2 | 1 | 0 | 3 |
| LIND | LINDBLAD EXPEDITIONS HOLDING | 1,033,846 | -$20.35M | 0 | 2 | 0 | 0 | 2 |
| GDEN | GOLDEN ENTERTAINMENT INC | 1,033,433 | $35.68M | 1 | 0 | 1 | 0 | 2 |
| MBLY | MOBILEYE GLOBAL INC-A | 1,019,034 | $42.48M | 1 | 1 | 0 | 0 | 2 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | 1,012,245 | $284.10M | 1 | 3 | 4 | 0 | 8 |
| W | WAYFAIR INC- CLASS A | 1,008,526 | -$10.50M | 0 | 1 | 1 | 0 | 2 |
| OLPX | OLAPLEX HOLDINGS INC | 944,087 | $383 | 0 | 1 | 0 | 0 | 1 |
| DENN | DENNY'S CORP | 854,981 | -$569.72K | 0 | 3 | 0 | 0 | 4 |
| GCO | GENESCO INC | 819,131 | $24.86M | 1 | 1 | 0 | 0 | 2 |
| SCI | SERVICE CORP INTERNATIONAL | 743,883 | $43.50M | 1 | 1 | 0 | 1 | 2 |
| IP | INTERNATIONAL PAPER CO | 685,850 | $57.72M | 0 | 1 | 0 | 0 | 1 |
| DHI | DR HORTON INC | 682,317 | -$283.94M | 1 | 0 | 5 | 0 | 7 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 668,380 | -$891.59K | 0 | 1 | 1 | 0 | 2 |
| SBUX | STARBUCKS CORP | 639,491 | -$29.06M | 1 | 2 | 3 | 1 | 9 |
| CUK | CARNIVAL PLC-ADR | 630,500 | $6.15K | 0 | 1 | 0 | 0 | 1 |
| WW | WW INTERNATIONAL INC | 622,100 | $8.24K | 0 | 1 | 0 | 0 | 1 |
| WOOF | PETCO HEALTH AND WELLNESS CO | 617,000 | $1.51K | 0 | 1 | 0 | 0 | 1 |
| VVV | VALVOLINE INC | 606,149 | -$2.33M | 0 | 1 | 1 | 0 | 2 |
| SFIX | STITCH FIX INC-CLASS A | 597,271 | -$2.19M | 0 | 2 | 0 | 0 | 2 |
| LEN | LENNAR CORP-A | 559,876 | -$105.69M | 0 | 4 | 1 | 0 | 5 |
| M | MACY'S INC | 530,675 | -$16.04M | 1 | 0 | 0 | 0 | 2 |
| ETSY | ETSY INC | 511,403 | $44.07M | 0 | 2 | 1 | 0 | 3 |
| MYTE | MYT NETHERLANDS PARENT BV | 458,556 | $1.53M | 1 | 0 | 0 | 1 | 1 |
| SEE | SEALED AIR CORP | 456,716 | $32.71M | 1 | 4 | 0 | 1 | 5 |
| HRB | H&R BLOCK INC | 455,600 | $5.83M | 2 | 0 | 0 | 0 | 2 |
| DLTH | DULUTH HOLDINGS INC - CL B | 452,303 | $2.44M | 0 | 1 | 0 | 0 | 1 |
| GT | GOODYEAR TIRE & RUBBER CO | 425,669 | $6.14M | 1 | 1 | 0 | 1 | 2 |
| TOL | TOLL BROTHERS INC | 418,163 | -$32.57M | 1 | 1 | 1 | 0 | 3 |
| KBH | KB HOME | 391,033 | -$1.50M | 0 | 2 | 0 | 0 | 2 |
Frequently asked questions about Most bought consumer cyclical stocks in Q3 2023
What are the most bought Consumer Cyclical stocks in Q3 2023?
The most bought consumer cyclical stocks in Q3 2023 are those with the largest increase in reported share counts across tracked institutional investors compared to Q2 2023, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q3 2023?
Among the managers we track, net additions were largest in companies such as VF CORP (VFC), CARNIVAL CORP (CCL), WENDY'S CO/THE (WEN), 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 Q2 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.