David Einhorn's VSCO Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 1.74 M shares of Victoria's Secret & Co. (VSCO) worth $94.14 M, representing 3.30% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 18 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 1.04 M shares. Largest reduction occurred in Q4 2022, reducing 273,610 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -194,593 | Reduce 10.07% | 1.74 M | $54.17 |
| Q3 2025 | +1.04 M | Add 117.68% | 1.93 M | $27.14 |
| Q2 2025 | +887,750 | New Buy | 887,750 | $18.52 |
| Q1 2023 | -411,071 | Sold Out | 411,071 | $35.78 |
| Q4 2022 | -273,610 | Reduce 39.96% | 411,071 | $35.78 |
| Q3 2022 | -57,800 | Reduce 7.78% | 684,681 | $29.12 |
| Q2 2022 | +306,400 | Add 70.26% | 742,481 | $27.97 |
| Q1 2022 | -18,800 | Reduce 4.13% | 436,081 | $51.36 |
| Q4 2021 | +390,153 | Add 602.76% | 454,881 | $55.54 |
| Q3 2021 | +64,728 | New Buy | 64,728 | $55.26 |
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 18 quarters since Q3 2021.
David Einhorn's largest addition to Victoria's Secret & Co. (VSCO) was in Q3 2025, adding 1,932,462 shares worth $52.45 M.
According to the latest 13F filing for Q4 2025, David Einhorn's firm, Dme Capital Management, Lp, owns 1,737,869 shares of Victoria's Secret & Co. (VSCO), valued at approximately $94.14 M.
As of the Q4 2025 filing, Victoria's Secret & Co. (VSCO) represents approximately 3.30% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings.
David Einhorn's peak holding in Victoria's Secret & Co. (VSCO) was 1,932,462 shares, as reported at the end of Q3 2025.