John Hussman's BFH Position Overview
John Hussman (via Hussman Strategic Advisors, Inc.) currently holds 31,500 shares of Bread Financial Holdings, Inc. (BFH) worth $1.76 M, representing 0.38% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, John Hussman has maintained a strategic position in BFH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 31,500 shares. Largest reduction occurred in Q3 2025, reducing 21,000 shares.
Analysis based on 13F filings available since 2013 Q2
John Hussman's Bread Financial Holdings (BFH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bread Financial Holdings (BFH) Trades by John Hussman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2021 | +14,400 | New Buy | 14,400 | $112.08 |
| Q1 2022 | +5,600 | Add 38.89% | 20,000 | $56.15 |
| Q2 2022 | -20,000 | Sold Out | 0 | $0.00 |
| Q4 2024 | +31,500 | New Buy | 31,500 | $61.06 |
| Q2 2025 | +21,000 | Add 66.67% | 52,500 | $57.12 |
| Q3 2025 | -21,000 | Reduce 40.00% | 31,500 | $55.77 |
John Hussman's Bread Financial Holdings Investment FAQs
John Hussman first purchased Bread Financial Holdings, Inc. (BFH) in Q1 2021, acquiring 14,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Hussman has held Bread Financial Holdings, Inc. (BFH) for 10 quarters since Q1 2021.
John Hussman's largest addition to Bread Financial Holdings, Inc. (BFH) was in Q4 2024, adding 31,500 shares worth $1.92 M.
According to the latest 13F filing for Q3 2025, John Hussman's firm, Hussman Strategic Advisors, Inc., owns 31,500 shares of Bread Financial Holdings, Inc. (BFH), valued at approximately $1.76 M.
As of the Q3 2025 filing, Bread Financial Holdings, Inc. (BFH) represents approximately 0.38% of John Hussman's publicly disclosed stock portfolio, making it one of their key holdings.
John Hussman's peak holding in Bread Financial Holdings, Inc. (BFH) was 52,500 shares, as reported at the end of Q2 2025.