Most sold consumer cyclical stocks
Discover which Consumer Cyclical stocks institutional investors trimmed or exited the most, measured as net reductions in reported share positions from Q4 2025 into Q1 2026. Notable reductions at the top of this list include POLARIS INC (PII), TORRID HOLDINGS INC (CURV), FIVE BELOW (FIVE), SOHO HOUSE & CO INC (SHCO). These rankings aggregate SEC 13F filings from all institutional investors in our database.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| PII | POLARIS INC | -61,857,892 | -$307.09M | 58 | 159 | 142 | 69 | 439 |
| CURV | TORRID HOLDINGS INC | -53,854,295 | -$34.57M | 27 | 23 | 18 | 18 | 79 |
| FIVE | FIVE BELOW | -52,119,900 | -$223.47M | 147 | 231 | 177 | 63 | 617 |
| SHCO | SOHO HOUSE & CO INC | -50,930,254 | -$454.68M | 0 | 0 | 0 | 115 | 1 |
| NIO | NIO INC - ADR | -43,601,455 | -$42.07M | 66 | 128 | 118 | 59 | 427 |
| DENN | DENNY'S CORP | -39,683,393 | -$220.53M | 0 | 0 | 0 | 131 | 0 |
| COOK | TRAEGER INC | -39,357,007 | -$42.04M | 0 | 1 | 0 | 90 | 1 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -38,710,548 | -$10.02B | 112 | 478 | 461 | 178 | 1319 |
| GOOS | CANADA GOOSE HOLDINGS INC | -37,876,248 | -$3.26B | 15 | 36 | 50 | 30 | 115 |
| DKNG | DRAFTKINGS INC-CL A | -25,742,371 | -$5.29B | 93 | 219 | 243 | 186 | 691 |
| GES | GUESS? INC | -25,659,262 | -$418.06M | 0 | 0 | 1 | 155 | 1 |
| GPI | GROUP 1 AUTOMOTIVE INC | -24,443,266 | -$3.31B | 41 | 111 | 169 | 68 | 374 |
| YUMC | YUM CHINA HOLDINGS INC | -14,968,915 | $441.36M | 99 | 207 | 213 | 56 | 690 |
| MLCO | MELCO RESORTS & ENTERT-ADR | -13,679,350 | -$301.46M | 23 | 46 | 60 | 31 | 160 |
| BARK | BARK INC | -13,649,754 | $1.61M | 8 | 23 | 26 | 29 | 68 |
| NDLS | NOODLES & CO | -12,844,726 | -$5.74M | 0 | 0 | 2 | 41 | 2 |
| TCOM | TRIP.COM GROUP LTD-ADR | -11,968,735 | -$4.07B | 53 | 116 | 126 | 75 | 342 |
| SE | SEA LTD-ADR | -11,036,347 | -$17.65B | 85 | 324 | 223 | 199 | 729 |
| CPNG | COUPANG INC | -9,768,701 | -$6.05B | 120 | 205 | 192 | 166 | 587 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | -8,401,041 | -$287.35M | 50 | 117 | 131 | 64 | 357 |
| ECDAW | EF HUTTON ACQUISITION COR-27 | -8,337,281 | -$723.26K | 0 | 1 | 0 | 19 | 2 |
| PSNY | POLESTAR AUTOMOTIVE-CL A ADS | -7,766,641 | -$160.17M | 0 | 0 | 0 | 4 | 0 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | -6,596,234 | -$420.82M | 43 | 67 | 56 | 41 | 183 |
| CZR | CAESARS ENTERTAINMENT INC | -6,108,123 | $528.71M | 83 | 136 | 124 | 55 | 391 |
| HTHT | H WORLD GROUP LTD-ADR | -5,402,709 | $30.85M | 54 | 127 | 58 | 26 | 267 |
| HEPS | D-MARKET ELECTRONIC SERV-ADR | -4,961,734 | -$8.06M | 8 | 7 | 7 | 10 | 29 |
| CUK | CARNIVAL PLC-ADR | -4,923,917 | -$350.66M | 14 | 49 | 43 | 31 | 128 |
| MBLY | MOBILEYE GLOBAL INC-A | -4,829,609 | -$699.93M | 71 | 112 | 72 | 71 | 287 |
| BURL | BURLINGTON STORES INC | -4,361,893 | $831.54M | 131 | 243 | 172 | 67 | 616 |
| MNSO | MINISO GROUP HOLDING LTD-ADR | -3,646,234 | -$106.35M | 18 | 36 | 34 | 22 | 97 |
| NIU | NIU TECHNOLOGIES-SPONS ADR | -3,554,628 | $23.80M | 10 | 6 | 19 | 26 | 49 |
| JD | JD.COM INC-ADR | -3,508,088 | $48.41M | 51 | 143 | 132 | 72 | 398 |
| RERE | ATRENEW INC | -3,260,736 | -$42.41M | 22 | 21 | 20 | 15 | 81 |
| SBH | SALLY BEAUTY HOLDINGS INC | -2,982,804 | -$86.34M | 39 | 74 | 91 | 29 | 249 |
| SLGN | SILGAN HOLDINGS INC | -2,956,473 | -$175.39M | 64 | 128 | 100 | 49 | 335 |
| MELI | MERCADOLIBRE INC | -2,682,582 | -$11.62B | 140 | 617 | 469 | 192 | 1415 |
| ISPO | INSPIRATO INC | -2,036,738 | -$6.97M | 0 | 0 | 0 | 26 | 1 |
| TOUR | TUNIU CORP-SPON ADR | -1,995,186 | $10.67K | 2 | 6 | 5 | 7 | 19 |
| AN | AUTONATION INC | -1,918,112 | $70.37M | 68 | 169 | 185 | 72 | 503 |
| CARS | CARS.COM INC | -1,785,732 | -$221.05M | 33 | 63 | 70 | 54 | 197 |
| LNW | LIGHT & WONDER INC | -1,286,223 | -$15.11M | 1 | 0 | 2 | 24 | 6 |
| SLDPW | DECARBONIZATION PLUS -CW23 | -1,157,935 | -$4.12M | 1 | 5 | 4 | 1 | 20 |
| CAL | CALERES INC | -1,107,441 | -$571.84M | 28 | 43 | 69 | 25 | 164 |
| ARKOW | ARKO CORP -CW25 | -1,094,488 | -$375 | 0 | 0 | 0 | 1 | 0 |
| CVCO | CAVCO INDUSTRIES INC | -1,080,848 | -$336.13M | 55 | 131 | 111 | 61 | 337 |
| SPWH | SPORTSMAN'S WAREHOUSE HOLDIN | -1,033,165 | -$2.56M | 15 | 20 | 11 | 17 | 62 |
| CAKE | CHEESECAKE FACTORY INC/THE | -904,961 | $165.29M | 52 | 95 | 129 | 27 | 326 |
| LVWR | LIVEWIRE GROUP INC | -901,642 | -$14.52M | 18 | 13 | 23 | 9 | 64 |
| FLXS | FLEXSTEEL INDS | -789,142 | -$18.62M | 22 | 36 | 32 | 9 | 112 |
| LOGC | CONTEXTLOGIC INC - A | -640,383 | -$4.85M | 0 | 0 | 0 | 2 | 0 |
Frequently asked questions about Most sold consumer cyclical stocks
What are the most sold Consumer Cyclical stocks in Q1 2026?
The most sold consumer cyclical stocks in Q1 2026 are those with the largest decrease in reported share counts across institutional investors compared to Q4 2025, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors trimmed or exited the most in Q1 2026?
Among filers in this sector, net reductions were largest in companies such as POLARIS INC (PII), TORRID HOLDINGS INC (CURV), FIVE BELOW (FIVE), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q4 2025).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
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.