Most bought consumer cyclical stocks in Q4 2024
See which Consumer Cyclical stocks institutional investors increased the most in Q4 2024, measured as net growth in reported share positions from Q3 2024 into Q4 2024. Notable additions at the top of this list include LUCID GROUP INC (LCID), COUPANG INC (CPNG), LESLIE'S INC (LESL), RESTAURANT BRANDS INTERN (QSR). 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 |
|---|---|---|---|---|---|---|---|---|
| LCID | LUCID GROUP INC | 12,896,212 | $37.04M | 0 | 2 | 0 | 0 | 2 |
| CPNG | COUPANG INC | 7,283,764 | -$37.19M | 1 | 4 | 1 | 1 | 8 |
| LESL | LESLIE'S INC | 6,631,063 | -$29.23M | 0 | 2 | 0 | 0 | 2 |
| QSR | RESTAURANT BRANDS INTERN | 6,076,571 | $48.57M | 0 | 3 | 1 | 1 | 5 |
| SBUX | STARBUCKS CORP | 5,168,435 | $419.05M | 1 | 4 | 5 | 0 | 10 |
| NKE | NIKE INC -CL B | 4,792,390 | -$7.26M | 1 | 5 | 4 | 0 | 12 |
| SKX | SKECHERS USA INC-CL A | 3,429,691 | $230.67M | 1 | 0 | 0 | 1 | 1 |
| LI | LI AUTO INC - ADR | 2,618,016 | $46.58M | 0 | 2 | 0 | 0 | 2 |
| SHCO | SOHO HOUSE & CO INC | 2,451,718 | $18.27M | 2 | 0 | 0 | 0 | 2 |
| SFIX | STITCH FIX INC-CLASS A | 2,378,053 | $39.16M | 0 | 1 | 1 | 0 | 2 |
| CHWY | CHEWY INC - CLASS A | 2,349,817 | $87.06M | 1 | 0 | 1 | 0 | 2 |
| PTON | PELOTON INTERACTIVE INC-A | 2,188,738 | $33.74M | 1 | 1 | 0 | 0 | 2 |
| HOG | HARLEY-DAVIDSON INC | 1,634,479 | $46.30M | 1 | 0 | 1 | 0 | 3 |
| FOSL | FOSSIL GROUP INC | 1,564,205 | $4.03M | 1 | 1 | 1 | 0 | 3 |
| GT | GOODYEAR TIRE & RUBBER CO | 1,383,085 | $12.61M | 1 | 1 | 0 | 0 | 2 |
| CCK | CROWN HOLDINGS INC | 1,258,684 | $95.25M | 0 | 2 | 1 | 1 | 3 |
| DPZ | DOMINO'S PIZZA INC | 1,143,076 | $465.01M | 0 | 3 | 0 | 0 | 3 |
| MSGE | MADISON SQUARE GARDEN ENTERT | 964,657 | -$11.67M | 0 | 1 | 0 | 0 | 1 |
| UA | UNDER ARMOUR INC-CLASS C | 939,700 | $6.69M | 0 | 1 | 0 | 0 | 1 |
| VFC | VF CORP | 907,412 | $91.99M | 1 | 2 | 1 | 0 | 5 |
| UAA | UNDER ARMOUR INC-CLASS A | 814,366 | -$3.53M | 0 | 2 | 0 | 0 | 3 |
| BARK | BARK INC | 813,880 | $1.59M | 0 | 1 | 0 | 0 | 1 |
| ROST | ROSS STORES INC | 755,507 | $117.45M | 2 | 1 | 3 | 0 | 7 |
| DOOO | BRP INC/CA- SUB VOTING | 714,707 | $16.17M | 0 | 2 | 0 | 0 | 2 |
| EVGO | EVGO INC | 658,061 | $2.66M | 0 | 1 | 0 | 0 | 1 |
| SBH | SALLY BEAUTY HOLDINGS INC | 645,525 | $6.75M | 1 | 0 | 0 | 0 | 1 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | 634,882 | $17.81M | 1 | 1 | 0 | 0 | 2 |
| RSI | RUSH STREET INTERACTIVE INC | 598,300 | $12.12M | 0 | 1 | 0 | 0 | 1 |
| W | WAYFAIR INC- CLASS A | 565,827 | -$25.18M | 0 | 1 | 1 | 0 | 2 |
| TSCO | TRACTOR SUPPLY COMPANY | 542,643 | -$11.68M | 0 | 4 | 0 | 1 | 4 |
| HTHT | H WORLD GROUP LTD-ADR | 518,779 | $3.97M | 0 | 1 | 2 | 0 | 4 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 516,991 | $1.82M | 0 | 2 | 1 | 0 | 3 |
| AN | AUTONATION INC | 488,904 | $74.21M | 0 | 1 | 0 | 0 | 1 |
| BC | BRUNSWICK CORP | 488,412 | -$15.82M | 0 | 1 | 0 | 0 | 1 |
| IP | INTERNATIONAL PAPER CO | 455,114 | $26.98M | 0 | 2 | 0 | 0 | 3 |
| SES | SES AI CORP | 445,600 | $1.32M | 0 | 1 | 0 | 0 | 1 |
| DHI | DR HORTON INC | 434,119 | -$406.79M | 0 | 3 | 3 | 0 | 7 |
| WKSP | WORKSPORT LTD | 431,700 | $397.16K | 1 | 0 | 0 | 0 | 1 |
| HYLN | HYLIION HOLDINGS CORP | 424,866 | $1.22M | 0 | 1 | 0 | 0 | 1 |
| TDUP | THREDUP INC - CLASS A | 420,012 | $890.00K | 0 | 1 | 0 | 0 | 1 |
| YUM | YUM! BRANDS INC | 410,306 | $46.77M | 0 | 2 | 1 | 1 | 4 |
| WSM | WILLIAMS-SONOMA INC | 391,030 | $91.63M | 0 | 2 | 1 | 0 | 3 |
| HBI | HANESBRANDS INC | 382,109 | $4.55M | 0 | 2 | 0 | 0 | 2 |
| XPEV | XPENG INC - ADR | 367,694 | $4.09M | 0 | 2 | 0 | 0 | 2 |
| TPR | TAPESTRY INC | 350,010 | $23.76M | 1 | 1 | 0 | 0 | 2 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 347,043 | -$12.51M | 0 | 1 | 1 | 0 | 2 |
| PTLO | PORTILLO'S INC-CL A | 321,783 | -$21.86M | 2 | 0 | 0 | 0 | 3 |
| SPWH | SPORTSMAN'S WAREHOUSE HOLDIN | 320,795 | $856.52K | 1 | 0 | 0 | 0 | 1 |
| CVNA | CARVANA CO | 297,608 | $368.53M | 0 | 3 | 3 | 0 | 6 |
| PSNY | POLESTAR AUTOMOTIVE-CL A ADS | 297,100 | $311.95K | 1 | 0 | 0 | 0 | 1 |
Frequently asked questions about Most bought consumer cyclical stocks in Q4 2024
What are the most bought Consumer Cyclical stocks in Q4 2024?
The most bought consumer cyclical stocks in Q4 2024 are those with the largest increase in reported share counts across tracked institutional investors compared to Q3 2024, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q4 2024?
Among the managers we track, net additions were largest in companies such as LUCID GROUP INC (LCID), COUPANG INC (CPNG), LESLIE'S INC (LESL), 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 Q3 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.