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Ralph Lauren Corporation

RL Consumer Discretionary
$377.78 +$2.88 (0.77%)
Market Cap: $22.48 B
Gurus Holding
12
Popularity Rank
#247
% of Shares Held
3.48%
Net Activity (Q1 2026)
+$169.45 M

Guru Ownership Trend

Guru Analysis for Ralph Lauren Corporation (RL)

Ralph Lauren Corporation (RL), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $781.84 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $169.45 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 77.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$190.58 M
Total Buy Value
New Buys 0
Additions 7
-$21.13 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for Ralph Lauren Corporation (RL)

Major holders include Cliff Asness ($368.56 M), Ken Fisher ($115.31 M), Steven Cohen ($91.58 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 2.07 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $169.45 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited RL. The total reported sell value was $21.13 M.

Yes, 0 managers opened new positions in RL, and 7 increased their existing holdings. The total reported buy value was $190.58 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Add 24.8% 1,099,656 $368.56 M Q1 2026
0.04% Add 2.0% 335,216 $115.31 M Q1 2026
0.12% Add 1125.5% 266,232 $91.58 M Q1 2026
0.18% Add 51.0% 175,053 $60.22 M Q1 2026
0.04% Reduce -26.8% 66,722 $22.95 M Q1 2026
0.22% Reduce -15.0% 66,181 $22.77 M Q1 2026
0.02% Add 179.3% 38,835 $13.36 M Q1 2026
0.01% Reduce -77.6% 7,021 $2.42 M Q1 2026
0.02% Add 132.1% 6,866 $2.36 M Q1 2026
0.00% Add 141.8% 3,765 $1.3 M Q1 2026
1.35% Reduce -21.4% 3,291 $1.13 M Q1 2026
0.00% Reduce -16.8% 739 $254,209 Q1 2026
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