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Grocery Outlet Holding Corp.

GO Consumer Staples
$5.79 $-0.04 (-0.69%)
Market Cap: $568.31 M
Gurus Holding
5
Popularity Rank
#1807
% of Shares Held
4.01%
Net Activity (Q4 2025)
-$2.33 M

Guru Ownership Trend

Guru Analysis for Grocery Outlet Holding Corp. (GO)

Grocery Outlet Holding Corp. (GO), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $22.78 M.

Top institutional holders include Ken Fisher and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.33 M net outflow during the quarter.

Recent activity highlights George Soros who opened a new position. Conversely, Cliff Asness reduced exposure by 82.6%.

Key Holders

Top 5 by Value

$25.72 M
$11.8 M
$1.39 M
$667,469
$166,236

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$7.12 M
Total Buy Value
New Buys 1
Additions 1
-$9.45 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
2

FAQs for Grocery Outlet Holding Corp. (GO)

Major holders include Ken Fisher ($25.72 M), Steven Cohen ($11.8 M), George Soros ($1.39 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.93 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.33 M, with 2 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited GO. The total reported sell value was $9.45 M.

Yes, 1 managers opened new positions in GO, and 1 increased their existing holdings. The total reported buy value was $7.12 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -0.8% 2,546,083 $25.72 M Q4 2025
0.01% Add 94.4% 1,168,582 $11.8 M Q4 2025
0.02% New Buy 137,330 $1.39 M Q4 2025
0.00% Reduce -82.6% 66,086 $667,469 Q4 2025
0.00% Reduce -13.9% 16,459 $166,236 Q4 2025
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