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Topgolf Callaway Brands Corp.

MODG Consumer Discretionary
$14.68 +$0.08 (0.55%)
Market Cap: $2.7 B
Gurus Holding
7
Popularity Rank
#1074
% of Shares Held
1.62%
Net Activity (Q4 2025)
+$21.32 M

Guru Ownership Trend

Guru Analysis for Topgolf Callaway Brands Corp. (MODG)

Topgolf Callaway Brands Corp. (MODG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $43.81 M.

Top institutional holders include Renaissance Technologies (RenTech) and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $21.32 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Lee Ainslie reduced exposure by 27.4%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$22.68 M
Total Buy Value
New Buys 2
Additions 4
-$1.36 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Topgolf Callaway Brands Corp. (MODG)

Major holders include Renaissance Technologies (RenTech) ($11.48 M), Paul Tudor Jones ($8.52 M), Steven Cohen ($8.21 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.98 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $21.32 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited MODG. The total reported sell value was $1.36 M.

Yes, 2 managers opened new positions in MODG, and 4 increased their existing holdings. The total reported buy value was $22.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 1349.2% 984,000 $11.48 M Q4 2025
0.02% Add 16.9% 730,008 $8.52 M Q4 2025
0.01% New Buy 703,293 $8.21 M Q4 2025
0.03% Reduce -27.4% 258,111 $3.01 M Q4 2025
0.01% Add 303.2% 145,643 $1.7 M Q4 2025
0.24% New Buy 84,000 $980,280 Q4 2025
0.00% Add 45.1% 79,235 $924,672 Q4 2025
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