Most sold consumer cyclical stocks in Q3 2025
Discover which Consumer Cyclical stocks institutional investors trimmed or exited the most over Q3 2025 versus the prior calendar quarter in our filings. Notable reductions at the top of this list include LESLIE'S INC (LESL), LUCID GROUP INC (LCID), CARNIVAL CORP (CCL), ZKH GROUP LTD (ZKH). 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 |
|---|---|---|---|---|---|---|---|---|
| LESL | LESLIE'S INC | -61,643,406 | -$25.9M | 0 | 0 | 0 | 2 | 0 |
| LCID | LUCID GROUP INC | -18,366,986 | -$38.8M | 0 | 0 | 0 | 6 | 0 |
| CCL | CARNIVAL CORP | -12,651,528 | -$328.5M | 5 | 3 | 4 | 1 | 13 |
| ZKH | ZKH GROUP LTD | -7,990,067 | -$24.5M | 0 | 1 | 0 | 1 | 1 |
| F | FORD MOTOR CO | -7,718,245 | -$47.1M | 10 | 6 | 6 | 0 | 25 |
| UAA | UNDER ARMOUR INC-CLASS A | -7,150,026 | -$60.8M | 1 | 1 | 1 | 2 | 4 |
| DHI | DR HORTON INC | -5,686,381 | -$529.6M | 6 | 5 | 8 | 2 | 21 |
| SCS | STEELCASE INC-CL A | -5,461,314 | -$52.0M | 0 | 0 | 3 | 0 | 3 |
| SHCO | SOHO HOUSE & CO INC | -4,930,076 | -$35.9M | 1 | 0 | 0 | 1 | 1 |
| ABNB | AIRBNB INC-CLASS A | -4,650,032 | -$759.8M | 6 | 7 | 3 | 2 | 20 |
| GTX | GARRETT MOTION INC | -4,036,535 | $63.3M | 2 | 1 | 2 | 0 | 5 |
| MLCO | MELCO RESORTS & ENTERT-ADR | -3,581,552 | -$12.3M | 0 | 1 | 1 | 0 | 3 |
| JD | JD.COM INC-ADR | -3,297,723 | -$55.8M | 4 | 3 | 5 | 4 | 15 |
| BALL | BALL CORP | -3,276,927 | -$241.1M | 4 | 2 | 1 | 1 | 10 |
| CART | MAPLEBEAR INC | -3,146,535 | -$163.6M | 3 | 0 | 2 | 3 | 6 |
| BWA | BORGWARNER INC | -2,804,786 | -$91.6M | 4 | 2 | 4 | 1 | 11 |
| ROST | ROSS STORES INC | -2,801,529 | -$272.3M | 8 | 1 | 11 | 0 | 20 |
| LEN | LENNAR CORP-A | -2,528,845 | $153.5M | 6 | 7 | 3 | 2 | 19 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -2,467,482 | $1.2B | 10 | 6 | 7 | 3 | 28 |
| VFC | VF CORP | -2,052,719 | $101.7M | 4 | 4 | 2 | 2 | 11 |
| PTON | PELOTON INTERACTIVE INC-A | -1,744,084 | -$8.0M | 3 | 1 | 1 | 0 | 7 |
| AGS | PLAYAGS INC | -1,517,242 | -$19.0M | 0 | 0 | 0 | 1 | 0 |
| SG | SWEETGREEN INC - CLASS A | -1,452,891 | -$26.5M | 2 | 1 | 1 | 0 | 4 |
| LIND | LINDBLAD EXPEDITIONS HOLDING | -1,339,849 | -$9.2M | 0 | 1 | 1 | 0 | 2 |
| OESX | ORION ENERGY SYSTEMS INC | -1,261,643 | -$757.1K | 0 | 0 | 0 | 1 | 0 |
| DOOO | BRP INC/CA- SUB VOTING | -1,253,625 | -$39.4M | 1 | 0 | 1 | 0 | 2 |
| TRS | TRIMAS CORP | -1,095,957 | -$9.3M | 0 | 2 | 2 | 0 | 4 |
| SFIX | STITCH FIX INC-CLASS A | -1,090,702 | $11.1M | 0 | 0 | 2 | 0 | 2 |
| SBUX | STARBUCKS CORP | -1,057,168 | -$236.6M | 12 | 9 | 6 | 3 | 28 |
| PBPB | POTBELLY CORP | -989,628 | -$6.8M | 0 | 0 | 1 | 1 | 1 |
| HYLN | HYLIION HOLDINGS CORP | -955,799 | -$1.0M | 0 | 0 | 1 | 0 | 1 |
| BROS | DUTCH BROS INC-CLASS A | -865,762 | -$90.8M | 4 | 1 | 2 | 2 | 7 |
| UA | UNDER ARMOUR INC-CLASS C | -863,025 | -$5.6M | 0 | 0 | 1 | 1 | 2 |
| MGA | MAGNA INTERNATIONAL INC | -860,805 | $371.8M | 1 | 3 | 3 | 0 | 8 |
| KSS | KOHLS CORP | -806,049 | -$6.4M | 2 | 1 | 2 | 2 | 6 |
| CAVA | CAVA GROUP INC | -748,791 | -$71.5M | 3 | 2 | 1 | 2 | 7 |
| CHH | CHOICE HOTELS INTL INC | -730,443 | -$92.8M | 3 | 0 | 1 | 1 | 4 |
| NIO | NIO INC - ADR | -649,623 | $30.7M | 3 | 1 | 5 | 0 | 12 |
| BC | BRUNSWICK CORP | -645,639 | -$12.4M | 3 | 1 | 1 | 0 | 6 |
| SEE | SEALED AIR CORP | -645,604 | -$14.8M | 3 | 1 | 3 | 1 | 8 |
| PVH | PVH CORP | -636,538 | $67.1M | 4 | 1 | 5 | 1 | 10 |
| TPH | TRI POINTE HOMES INC | -532,428 | -$16.7M | 3 | 2 | 0 | 1 | 5 |
| ORLY | O'REILLY AUTOMOTIVE INC | -516,555 | $137.8M | 12 | 5 | 7 | 2 | 25 |
| AAP | ADVANCE AUTO PARTS INC | -499,197 | $36.7M | 3 | 1 | 3 | 2 | 8 |
| IRBT | IROBOT CORP | -498,039 | -$1.5M | 0 | 0 | 2 | 0 | 3 |
| RH | RH | -461,672 | -$84.0M | 3 | 2 | 2 | 3 | 7 |
| PSNY | POLESTAR AUTOMOTIVE-CL A ADS | -428,207 | -$458.2K | 0 | 0 | 0 | 2 | 0 |
| EBAY | EBAY INC | -427,429 | $16.4M | 6 | 6 | 5 | 1 | 21 |
| CAAS | CHINA AUTOMOTIVE SYSTEMS INC | -402,794 | -$1.6M | 0 | 0 | 0 | 1 | 0 |
| PDD | PDD HOLDINGS INC | -395,685 | $385.9M | 3 | 2 | 7 | 2 | 14 |