David Einhorn's VSCO Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 1.9M shares of Victoria's Secret & Co. (VSCO) worth $52.45 M, representing 2.06% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, David Einhorn has maintained a strategic position in VSCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1.0M shares. Largest reduction occurred in Q4 2022, reducing 273.6K shares.
Analysis based on 13F filings available since 2013 Q2
David Einhorn's Victoria's Secret & Co (VSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Victoria's Secret & Co (VSCO) Trades by David Einhorn
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +64,728 | New Buy | 64,728 | $55.26 |
| Q4 2021 | +390,153 | Add 602.76% | 454,881 | $55.54 |
| Q1 2022 | -18,800 | Reduce 4.13% | 436,081 | $51.36 |
| Q2 2022 | +306,400 | Add 70.26% | 742,481 | $27.97 |
| Q3 2022 | -57,800 | Reduce 7.78% | 684,681 | $29.12 |
| Q4 2022 | -273,610 | Reduce 39.96% | 411,071 | $35.78 |
| Q1 2023 | -411,071 | Sold Out | 411,071 | $0.00 |
| Q2 2025 | +887,750 | New Buy | 887,750 | $18.52 |
| Q3 2025 | +1.04 M | Add 117.68% | 1.93 M | $27.14 |
David Einhorn's Victoria's Secret & Co Investment FAQs
David Einhorn first purchased Victoria's Secret & Co. (VSCO) in Q3 2021, acquiring 64,728 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn has held Victoria's Secret & Co. (VSCO) for 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn's largest addition to Victoria's Secret & Co. (VSCO) was in Q3 2025, adding 1,932,462 shares worth $52.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Einhorn's firm, Dme Capital Management, Lp, owns 1,932,462 shares of Victoria's Secret & Co. (VSCO), valued at approximately $52.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Victoria's Secret & Co. (VSCO) represents approximately 2.06% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn's peak holding in Victoria's Secret & Co. (VSCO) was 1,932,462 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.