Most sold consumer cyclical stocks in Q3 2025
See which Consumer Cyclical stocks institutional investors trimmed or exited the most in Q3 2025, measured as net reductions in reported share positions from Q2 2025 into Q3 2025. Notable reductions at the top of this list include LESLIE'S INC (LESL), LUCID GROUP INC (LCID), CARNIVAL CORP (CCL), FORD MOTOR CO (F). 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 |
|---|---|---|---|---|---|---|---|---|
| LESL | LESLIE'S INC | -61,643,406 | -$25.88M | 0 | 0 | 0 | 2 | 0 |
| LCID | LUCID GROUP INC | -17,564,181 | -$37.06M | 0 | 0 | 0 | 2 | 0 |
| CCL | CARNIVAL CORP | -12,839,613 | -$331.72M | 0 | 1 | 2 | 1 | 3 |
| F | FORD MOTOR CO | -8,387,432 | -$51.81M | 0 | 0 | 2 | 0 | 2 |
| ZKH | ZKH GROUP LTD | -7,990,067 | -$24.53M | 0 | 1 | 0 | 1 | 1 |
| UAA | UNDER ARMOUR INC-CLASS A | -7,244,157 | -$61.03M | 0 | 0 | 0 | 2 | 1 |
| AMZN | AMAZON.COM INC | -6,758,944 | -$1.57B | 2 | 11 | 14 | 2 | 32 |
| DHI | DR HORTON INC | -5,721,708 | -$536.57M | 0 | 1 | 5 | 2 | 6 |
| SCS | STEELCASE INC-CL A | -5,398,973 | -$51.35M | 0 | 0 | 2 | 0 | 2 |
| SHCO | SOHO HOUSE & CO INC | -4,930,076 | -$35.87M | 1 | 0 | 0 | 1 | 1 |
| ABNB | AIRBNB INC-CLASS A | -4,893,939 | -$767.74M | 0 | 3 | 1 | 2 | 5 |
| GTX | GARRETT MOTION INC | -4,037,086 | $63.25M | 0 | 1 | 2 | 0 | 3 |
| MLCO | MELCO RESORTS & ENTERT-ADR | -3,581,552 | -$12.33M | 0 | 1 | 1 | 0 | 2 |
| BALL | BALL CORP | -3,369,870 | -$237.04M | 0 | 0 | 1 | 1 | 1 |
| JD | JD.COM INC-ADR | -3,199,068 | -$44.21M | 0 | 2 | 3 | 1 | 6 |
| BWA | BORGWARNER INC | -2,997,694 | -$89.07M | 0 | 2 | 2 | 0 | 5 |
| CART | MAPLEBEAR INC | -2,985,867 | -$156.12M | 0 | 0 | 2 | 0 | 2 |
| ROST | ROSS STORES INC | -2,888,873 | -$276.35M | 0 | 0 | 5 | 0 | 5 |
| LEN | LENNAR CORP-A | -2,607,851 | $148.13M | 0 | 4 | 1 | 2 | 6 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -2,455,070 | $1.14B | 2 | 2 | 4 | 1 | 11 |
| VFC | VF CORP | -2,059,900 | $101.33M | 0 | 2 | 0 | 1 | 2 |
| PTON | PELOTON INTERACTIVE INC-A | -1,755,894 | -$7.98M | 0 | 1 | 1 | 0 | 2 |
| SBUX | STARBUCKS CORP | -1,523,058 | -$245.25M | 1 | 2 | 4 | 1 | 8 |
| AGS | PLAYAGS INC | -1,517,242 | -$18.95M | 0 | 0 | 0 | 1 | 0 |
| SG | SWEETGREEN INC - CLASS A | -1,456,624 | -$26.53M | 0 | 1 | 1 | 0 | 2 |
| LIND | LINDBLAD EXPEDITIONS HOLDING | -1,339,849 | -$9.19M | 0 | 1 | 1 | 0 | 2 |
| OESX | ORION ENERGY SYSTEMS INC | -1,261,643 | -$757.11K | 0 | 0 | 0 | 1 | 0 |
| DOOO | BRP INC/CA- SUB VOTING | -1,253,625 | -$39.43M | 1 | 0 | 1 | 0 | 2 |
| TRS | TRIMAS CORP | -1,095,957 | -$9.28M | 0 | 2 | 2 | 0 | 4 |
| SFIX | STITCH FIX INC-CLASS A | -1,090,702 | $11.13M | 0 | 0 | 2 | 0 | 2 |
| EBAY | EBAY INC | -1,047,023 | $3.76M | 0 | 3 | 4 | 0 | 7 |
| PBPB | POTBELLY CORP | -989,628 | -$6.79M | 0 | 0 | 1 | 1 | 1 |
| HYLN | HYLIION HOLDINGS CORP | -955,799 | -$1.03M | 0 | 0 | 1 | 0 | 1 |
| BROS | DUTCH BROS INC-CLASS A | -882,058 | -$91.16M | 0 | 0 | 2 | 1 | 2 |
| NIO | NIO INC - ADR | -871,525 | $28.17M | 0 | 1 | 1 | 0 | 2 |
| MGA | MAGNA INTERNATIONAL INC | -840,258 | $372.19M | 0 | 2 | 2 | 0 | 5 |
| UA | UNDER ARMOUR INC-CLASS C | -783,500 | -$5.12M | 0 | 0 | 1 | 0 | 1 |
| CAVA | CAVA GROUP INC | -757,784 | -$71.65M | 1 | 0 | 1 | 0 | 2 |
| CHH | CHOICE HOTELS INTL INC | -731,348 | -$92.84M | 1 | 0 | 0 | 1 | 1 |
| KSS | KOHLS CORP | -712,734 | -$5.95M | 0 | 1 | 0 | 1 | 1 |
| SEE | SEALED AIR CORP | -656,944 | -$14.99M | 0 | 0 | 3 | 1 | 3 |
| BC | BRUNSWICK CORP | -648,394 | -$12.41M | 0 | 0 | 1 | 0 | 1 |
| PVH | PVH CORP | -633,901 | $67.15M | 1 | 0 | 3 | 1 | 4 |
| PDD | PDD HOLDINGS INC | -590,169 | $385.06M | 1 | 1 | 5 | 0 | 9 |
| TPH | TRI POINTE HOMES INC | -560,051 | -$17.51M | 1 | 1 | 0 | 1 | 2 |
| AAP | ADVANCE AUTO PARTS INC | -495,709 | $36.90M | 0 | 1 | 2 | 0 | 3 |
| YUM | YUM! BRANDS INC | -478,488 | -$62.84M | 0 | 1 | 3 | 0 | 5 |
| IRBT | IROBOT CORP | -461,912 | -$1.39M | 0 | 0 | 1 | 0 | 1 |
| RH | RH | -459,081 | -$83.63M | 0 | 0 | 2 | 1 | 2 |
| ORLY | O'REILLY AUTOMOTIVE INC | -451,500 | $133.19M | 1 | 2 | 4 | 0 | 7 |
Frequently asked questions about Most sold consumer cyclical stocks in Q3 2025
What are the most sold Consumer Cyclical stocks in Q3 2025?
The most sold consumer cyclical stocks in Q3 2025 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q2 2025, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors trimmed or exited the most in Q3 2025?
Among the managers we track, net reductions were largest in companies such as LESLIE'S INC (LESL), LUCID GROUP INC (LCID), CARNIVAL CORP (CCL), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q2 2025).
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.