Most sold consumer cyclical stocks in Q1 2026
Discover which Consumer Cyclical stocks institutional investors trimmed or exited the most over Q1 2026 versus the prior calendar quarter in our filings. 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.
Net share decreases
Top symbols by net quarter-over-quarter share change (decreases).
Most sold stocks
Net quarter-over-quarter share reductions across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| PII | POLARIS INC | -61,857,892 | -$307.1M | 58 | 159 | 142 | 69 | 439 |
| CURV | TORRID HOLDINGS INC | -53,854,295 | -$34.6M | 27 | 23 | 18 | 18 | 79 |
| FIVE | FIVE BELOW | -52,119,900 | -$223.5M | 147 | 231 | 177 | 63 | 617 |
| SHCO | SOHO HOUSE & CO INC | -50,930,254 | -$454.7M | 0 | 0 | 0 | 115 | 1 |
| NIO | NIO INC - ADR | -43,601,455 | -$42.1M | 66 | 128 | 118 | 59 | 427 |
| DENN | DENNY'S CORP | -39,683,393 | -$220.5M | 0 | 0 | 0 | 131 | 0 |
| COOK | TRAEGER INC | -39,357,007 | -$42.0M | 0 | 1 | 0 | 90 | 1 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -38,710,548 | -$10.0B | 112 | 478 | 461 | 178 | 1319 |
| GOOS | CANADA GOOSE HOLDINGS INC | -37,876,248 | -$3.3B | 15 | 36 | 50 | 30 | 115 |
| DKNG | DRAFTKINGS INC-CL A | -25,742,371 | -$5.3B | 93 | 219 | 243 | 186 | 691 |
| GES | GUESS? INC | -25,659,262 | -$418.1M | 0 | 0 | 1 | 155 | 1 |
| GPI | GROUP 1 AUTOMOTIVE INC | -24,443,266 | -$3.3B | 41 | 111 | 169 | 68 | 374 |
| YUMC | YUM CHINA HOLDINGS INC | -14,968,915 | $441.4M | 99 | 207 | 213 | 56 | 690 |
| MLCO | MELCO RESORTS & ENTERT-ADR | -13,679,350 | -$301.5M | 23 | 46 | 60 | 31 | 160 |
| BARK | BARK INC | -13,649,754 | $1.6M | 8 | 23 | 26 | 29 | 68 |
| NDLS | NOODLES & CO | -12,844,726 | -$5.7M | 0 | 0 | 2 | 41 | 2 |
| TCOM | TRIP.COM GROUP LTD-ADR | -11,968,735 | -$4.1B | 53 | 116 | 126 | 75 | 342 |
| SE | SEA LTD-ADR | -11,036,347 | -$17.6B | 85 | 324 | 223 | 199 | 729 |
| CPNG | COUPANG INC | -9,768,701 | -$6.0B | 120 | 205 | 192 | 166 | 587 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | -8,401,041 | -$287.4M | 50 | 117 | 131 | 64 | 357 |
| ECDAW | EF HUTTON ACQUISITION COR-27 | -8,337,281 | -$723.3K | 0 | 1 | 0 | 19 | 2 |
| PSNY | POLESTAR AUTOMOTIVE-CL A ADS | -7,766,641 | -$160.2M | 0 | 0 | 0 | 4 | 0 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | -6,596,234 | -$420.8M | 43 | 67 | 56 | 41 | 183 |
| CZR | CAESARS ENTERTAINMENT INC | -6,108,123 | $528.7M | 83 | 136 | 124 | 55 | 391 |
| HTHT | H WORLD GROUP LTD-ADR | -5,402,709 | $30.9M | 54 | 127 | 58 | 26 | 267 |
| HEPS | D-MARKET ELECTRONIC SERV-ADR | -4,961,734 | -$8.1M | 8 | 7 | 7 | 10 | 29 |
| CUK | CARNIVAL PLC-ADR | -4,923,917 | -$350.7M | 14 | 49 | 43 | 31 | 128 |
| MBLY | MOBILEYE GLOBAL INC-A | -4,829,609 | -$699.9M | 71 | 112 | 72 | 71 | 287 |
| BURL | BURLINGTON STORES INC | -4,361,893 | $831.5M | 131 | 243 | 172 | 67 | 616 |
| MNSO | MINISO GROUP HOLDING LTD-ADR | -3,646,234 | -$106.4M | 18 | 36 | 34 | 22 | 97 |
| NIU | NIU TECHNOLOGIES-SPONS ADR | -3,554,628 | $23.8M | 10 | 6 | 19 | 26 | 49 |
| JD | JD.COM INC-ADR | -3,508,088 | $48.4M | 51 | 143 | 132 | 72 | 398 |
| RERE | ATRENEW INC | -3,260,736 | -$42.4M | 22 | 21 | 20 | 15 | 81 |
| SBH | SALLY BEAUTY HOLDINGS INC | -2,982,804 | -$86.3M | 39 | 74 | 91 | 29 | 249 |
| SLGN | SILGAN HOLDINGS INC | -2,956,473 | -$175.4M | 64 | 128 | 100 | 49 | 335 |
| MELI | MERCADOLIBRE INC | -2,682,518 | -$11.6B | 141 | 617 | 469 | 193 | 1416 |
| ISPO | INSPIRATO INC | -2,036,738 | -$7.0M | 0 | 0 | 0 | 26 | 1 |
| TOUR | TUNIU CORP-SPON ADR | -1,995,186 | $10.7K | 2 | 6 | 5 | 7 | 19 |
| AN | AUTONATION INC | -1,918,112 | $70.4M | 68 | 169 | 185 | 72 | 503 |
| CARS | CARS.COM INC | -1,785,732 | -$221.1M | 33 | 63 | 70 | 54 | 197 |
| LNW | LIGHT & WONDER INC | -1,286,223 | -$15.1M | 1 | 0 | 2 | 24 | 6 |
| SLDPW | DECARBONIZATION PLUS -CW23 | -1,157,935 | -$4.1M | 1 | 5 | 4 | 1 | 20 |
| CAL | CALERES INC | -1,107,441 | -$571.8M | 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 | -$336.1M | 55 | 131 | 111 | 61 | 337 |
| SPWH | SPORTSMAN'S WAREHOUSE HOLDIN | -1,033,165 | -$2.6M | 15 | 20 | 11 | 17 | 62 |
| CAKE | CHEESECAKE FACTORY INC/THE | -904,961 | $165.3M | 52 | 95 | 129 | 27 | 326 |
| LVWR | LIVEWIRE GROUP INC | -901,642 | -$14.5M | 18 | 13 | 23 | 9 | 64 |
| FLXS | FLEXSTEEL INDS | -789,142 | -$18.6M | 22 | 36 | 32 | 9 | 112 |
| LOGC | CONTEXTLOGIC INC - A | -640,383 | -$4.9M | 0 | 0 | 0 | 2 | 0 |