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Ralph Lauren Corporation

RL Consumer Discretionary
$388.92 +$1.53 (0.39%)
Market Cap: $23.17 B
Gurus Holding
10
Popularity Rank
#544
% of Shares Held
3.07%
Net Activity (Q2 2026)
-$93.21 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $710.94 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Bearish. This is evidenced by a $93.21 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 305.0%. Conversely, Jeremy Grantham reduced exposure by 42.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$55.78 M
Total Buy Value
New Buys 0
Additions 4
-$148.99 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Ralph Lauren Corporation (RL)

Major holders include Cliff Asness ($309.35 M), Ken Fisher ($131.98 M), Steven Cohen ($112.01 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.83 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $93.21 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited RL. The total reported sell value was $148.99 M.

Yes, 0 managers opened new positions in RL, and 4 increased their existing holdings. The total reported buy value was $55.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Reduce -29.1% 779,772 $309.35 M Q2 2026
0.04% Reduce -1.9% 328,785 $131.98 M Q2 2026
0.12% Add 4.8% 279,031 $112.01 M Q2 2026
0.18% Add 7.2% 187,673 $75.33 M Q2 2026
0.09% Add 138.1% 158,860 $63.77 M Q2 2026
0.17% Reduce -19.8% 53,086 $21.31 M Q2 2026
0.05% Add 305.0% 28,435 $11.41 M Q2 2026
0.02% Add 132.1% 6,866 $2.36 M Q1 2026
1.29% 3,291 $1.32 M Q2 2026
0.00% Reduce -42.0% 2,184 $876,749 Q2 2026
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