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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $21.81 M.
Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $30.33 M net outflow during the quarter.
Recent activity highlights First Eagle Investment who opened a new position. Conversely, George Soros reduced exposure by 73.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Grocery Outlet Holding Corp. (GO)
Major holders include First Eagle Investment ($9.84 M), HOTCHKIS & WILEY ($7.18 M), Paul Tudor Jones ($706,093). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.23 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $30.33 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited GO. The total reported sell value was $38.39 M.
Yes, 2 managers opened new positions in GO, and 1 increased their existing holdings. The total reported buy value was $8.06 M.