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), ZKH GROUP LTD (ZKH). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Explore more:
| 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 | -18,366,986 | -$38.75M | 0 | 0 | 0 | 6 | 0 |
| CCL | CARNIVAL CORP | -12,651,528 | -$328.47M | 5 | 3 | 4 | 1 | 13 |
| ZKH | ZKH GROUP LTD | -7,990,067 | -$24.53M | 0 | 1 | 0 | 1 | 1 |
| F | FORD MOTOR CO | -7,718,245 | -$47.09M | 10 | 6 | 6 | 0 | 25 |
| UAA | UNDER ARMOUR INC-CLASS A | -7,150,026 | -$60.81M | 1 | 1 | 1 | 2 | 4 |
| DHI | DR HORTON INC | -5,686,381 | -$529.58M | 6 | 5 | 8 | 2 | 21 |
| SCS | STEELCASE INC-CL A | -5,461,314 | -$51.99M | 0 | 0 | 3 | 0 | 3 |
| SHCO | SOHO HOUSE & CO INC | -4,930,076 | -$35.87M | 1 | 0 | 0 | 1 | 1 |
| ABNB | AIRBNB INC-CLASS A | -4,650,032 | -$759.79M | 6 | 7 | 3 | 2 | 20 |
| GTX | GARRETT MOTION INC | -4,036,535 | $63.26M | 2 | 1 | 2 | 0 | 5 |
| MLCO | MELCO RESORTS & ENTERT-ADR | -3,581,552 | -$12.33M | 0 | 1 | 1 | 0 | 3 |
| JD | JD.COM INC-ADR | -3,297,723 | -$55.76M | 4 | 3 | 5 | 4 | 15 |
| BALL | BALL CORP | -3,276,927 | -$241.13M | 4 | 2 | 1 | 1 | 10 |
| CART | MAPLEBEAR INC | -3,146,535 | -$163.61M | 3 | 0 | 2 | 3 | 6 |
| BWA | BORGWARNER INC | -2,804,786 | -$91.62M | 4 | 2 | 4 | 1 | 11 |
| ROST | ROSS STORES INC | -2,801,529 | -$272.33M | 8 | 1 | 11 | 0 | 20 |
| LEN | LENNAR CORP-A | -2,528,845 | $153.52M | 6 | 7 | 3 | 2 | 19 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -2,467,482 | $1.15B | 10 | 6 | 7 | 3 | 28 |
| VFC | VF CORP | -2,052,719 | $101.73M | 4 | 4 | 2 | 2 | 11 |
| PTON | PELOTON INTERACTIVE INC-A | -1,744,084 | -$7.97M | 3 | 1 | 1 | 0 | 7 |
| AGS | PLAYAGS INC | -1,517,242 | -$18.95M | 0 | 0 | 0 | 1 | 0 |
| SG | SWEETGREEN INC - CLASS A | -1,452,891 | -$26.53M | 2 | 1 | 1 | 0 | 4 |
| 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 |
| SBUX | STARBUCKS CORP | -1,057,168 | -$236.60M | 12 | 9 | 6 | 3 | 28 |
| 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 | -865,762 | -$90.84M | 4 | 1 | 2 | 2 | 7 |
| UA | UNDER ARMOUR INC-CLASS C | -863,025 | -$5.64M | 0 | 0 | 1 | 1 | 2 |
| MGA | MAGNA INTERNATIONAL INC | -860,805 | $371.84M | 1 | 3 | 3 | 0 | 8 |
| KSS | KOHLS CORP | -806,049 | -$6.35M | 2 | 1 | 2 | 2 | 6 |
| CAVA | CAVA GROUP INC | -748,791 | -$71.49M | 3 | 2 | 1 | 2 | 7 |
| CHH | CHOICE HOTELS INTL INC | -730,443 | -$92.76M | 3 | 0 | 1 | 1 | 4 |
| NIO | NIO INC - ADR | -649,623 | $30.67M | 3 | 1 | 5 | 0 | 12 |
| BC | BRUNSWICK CORP | -645,639 | -$12.40M | 3 | 1 | 1 | 0 | 6 |
| SEE | SEALED AIR CORP | -645,604 | -$14.77M | 3 | 1 | 3 | 1 | 8 |
| PVH | PVH CORP | -636,538 | $67.14M | 4 | 1 | 5 | 1 | 10 |
| TPH | TRI POINTE HOMES INC | -532,428 | -$16.66M | 3 | 2 | 0 | 1 | 5 |
| ORLY | O'REILLY AUTOMOTIVE INC | -516,555 | $137.84M | 12 | 5 | 7 | 2 | 25 |
| AAP | ADVANCE AUTO PARTS INC | -499,197 | $36.65M | 3 | 1 | 3 | 2 | 8 |
| IRBT | IROBOT CORP | -498,039 | -$1.50M | 0 | 0 | 2 | 0 | 3 |
| RH | RH | -461,672 | -$84.02M | 3 | 2 | 2 | 3 | 7 |
| PSNY | POLESTAR AUTOMOTIVE-CL A ADS | -428,207 | -$458.18K | 0 | 0 | 0 | 2 | 0 |
| EBAY | EBAY INC | -427,429 | $16.43M | 6 | 6 | 5 | 1 | 21 |
| CAAS | CHINA AUTOMOTIVE SYSTEMS INC | -402,794 | -$1.64M | 0 | 0 | 0 | 1 | 0 |
| PDD | PDD HOLDINGS INC | -395,685 | $385.86M | 3 | 2 | 7 | 2 | 14 |
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 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 filers in this sector, 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 institutional investors between two consecutive quarterly 13F snapshots (compared to Q2 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.