Most bought consumer cyclical stocks in Q4 2024
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q4 2024 versus the prior calendar quarter in our filings. 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 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 |
|---|---|---|---|---|---|---|---|---|
| LCID | LUCID GROUP INC | 12,992,669 | $37.0M | 0 | 5 | 2 | 0 | 7 |
| CPNG | COUPANG INC | 7,445,268 | -$35.0M | 1 | 7 | 1 | 1 | 11 |
| LESL | LESLIE'S INC | 6,631,063 | -$29.2M | 0 | 2 | 0 | 0 | 2 |
| QSR | RESTAURANT BRANDS INTERN | 6,086,081 | $49.1M | 0 | 4 | 1 | 1 | 6 |
| SBUX | STARBUCKS CORP | 5,215,403 | $417.0M | 5 | 7 | 8 | 0 | 21 |
| NKE | NIKE INC -CL B | 5,047,267 | -$49.4M | 7 | 10 | 5 | 1 | 26 |
| LI | LI AUTO INC - ADR | 2,635,689 | $46.9M | 0 | 3 | 1 | 1 | 4 |
| SHCO | SOHO HOUSE & CO INC | 2,451,718 | $18.3M | 2 | 0 | 0 | 0 | 2 |
| SFIX | STITCH FIX INC-CLASS A | 2,378,053 | $39.2M | 0 | 1 | 1 | 0 | 2 |
| CHWY | CHEWY INC - CLASS A | 2,170,942 | $81.9M | 3 | 0 | 3 | 1 | 7 |
| PTON | PELOTON INTERACTIVE INC-A | 2,070,435 | $33.3M | 2 | 1 | 2 | 2 | 5 |
| HOG | HARLEY-DAVIDSON INC | 1,634,667 | $46.2M | 1 | 1 | 2 | 0 | 6 |
| FOSL | FOSSIL GROUP INC | 1,564,205 | $4.3M | 1 | 1 | 1 | 0 | 4 |
| SKX | SKECHERS USA INC-CL A | 1,381,748 | $93.7M | 1 | 0 | 2 | 1 | 3 |
| TSCO | TRACTOR SUPPLY COMPANY | 1,334,809 | -$12.9M | 2 | 10 | 0 | 1 | 12 |
| GT | GOODYEAR TIRE & RUBBER CO | 1,299,514 | $11.9M | 2 | 1 | 3 | 0 | 6 |
| CCK | CROWN HOLDINGS INC | 1,248,514 | $91.6M | 0 | 3 | 3 | 1 | 6 |
| DPZ | DOMINO'S PIZZA INC | 1,145,288 | $465.6M | 1 | 5 | 1 | 1 | 7 |
| MSGE | MADISON SQUARE GARDEN ENTERT | 964,657 | -$11.7M | 0 | 1 | 0 | 0 | 1 |
| UA | UNDER ARMOUR INC-CLASS C | 912,285 | $6.4M | 1 | 1 | 3 | 0 | 5 |
| VFC | VF CORP | 857,344 | $91.5M | 2 | 2 | 4 | 0 | 10 |
| UAA | UNDER ARMOUR INC-CLASS A | 818,903 | -$3.6M | 0 | 3 | 2 | 0 | 6 |
| BARK | BARK INC | 813,880 | $1.6M | 0 | 1 | 0 | 0 | 1 |
| ROST | ROSS STORES INC | 787,150 | $122.4M | 4 | 4 | 4 | 0 | 14 |
| SBH | SALLY BEAUTY HOLDINGS INC | 771,155 | $7.9M | 2 | 1 | 0 | 0 | 3 |
| DOOO | BRP INC/CA- SUB VOTING | 714,707 | $16.2M | 0 | 2 | 0 | 0 | 2 |
| RSI | RUSH STREET INTERACTIVE INC | 705,616 | $13.6M | 1 | 1 | 0 | 0 | 2 |
| EVGO | EVGO INC | 658,061 | $2.7M | 0 | 1 | 0 | 0 | 1 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | 634,882 | $17.8M | 1 | 1 | 0 | 0 | 2 |
| W | WAYFAIR INC- CLASS A | 584,274 | -$24.8M | 1 | 3 | 3 | 1 | 7 |
| HTHT | H WORLD GROUP LTD-ADR | 515,704 | $3.5M | 0 | 2 | 3 | 0 | 6 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 514,191 | $1.8M | 0 | 2 | 1 | 1 | 3 |
| IP | INTERNATIONAL PAPER CO | 512,596 | $31.7M | 3 | 4 | 1 | 0 | 9 |
| BC | BRUNSWICK CORP | 487,114 | -$15.9M | 1 | 1 | 1 | 0 | 3 |
| HYLN | HYLIION HOLDINGS CORP | 478,218 | $1.4M | 1 | 1 | 0 | 0 | 2 |
| AN | AUTONATION INC | 459,077 | $68.3M | 1 | 1 | 1 | 1 | 3 |
| SES | SES AI CORP | 445,600 | $1.3M | 0 | 1 | 0 | 0 | 1 |
| WKSP | WORKSPORT LTD | 431,700 | $397.2K | 1 | 0 | 0 | 0 | 1 |
| TDUP | THREDUP INC - CLASS A | 420,012 | $890.0K | 0 | 1 | 0 | 0 | 1 |
| WSM | WILLIAMS-SONOMA INC | 388,186 | $96.4M | 1 | 3 | 4 | 0 | 9 |
| CVNA | CARVANA CO | 384,391 | $404.6M | 1 | 6 | 5 | 0 | 12 |
| WW | WW INTERNATIONAL INC | 371,838 | $478.1K | 1 | 1 | 0 | 0 | 2 |
| XPEV | XPENG INC - ADR | 371,724 | $4.1M | 0 | 3 | 1 | 0 | 5 |
| HBI | HANESBRANDS INC | 366,752 | $4.8M | 1 | 2 | 1 | 0 | 4 |
| DHI | DR HORTON INC | 366,118 | -$436.5M | 5 | 4 | 5 | 0 | 16 |
| BROS | DUTCH BROS INC-CLASS A | 355,561 | $83.6M | 1 | 2 | 2 | 0 | 6 |
| HD | HOME DEPOT INC | 347,298 | $87.7M | 9 | 9 | 10 | 1 | 33 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 347,043 | -$12.5M | 0 | 1 | 1 | 0 | 3 |
| MGM | MGM RESORTS INTERNATIONAL | 324,174 | $539.5K | 1 | 4 | 0 | 0 | 7 |
| PTLO | PORTILLO'S INC-CL A | 321,783 | -$21.9M | 2 | 0 | 0 | 0 | 4 |