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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $566.64 M.
Top institutional holders include Cliff Asness and Ken Fisher.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $38.79 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 481.2%. Conversely, Manning & Napier Group reduced exposure by 67.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.13% | Reduce -23.0% | 636,118 | $199.46 M | Q3 2025 | |
| 0.04% | Add 24.6% | 333,605 | $104.61 M | Q3 2025 | |
| 0.10% | Reduce -12.2% | 242,800 | $76.13 M | Q3 2025 | |
| 0.16% | Reduce -6.6% | 116,516 | $36.53 M | Q3 2025 | |
| 0.28% | Reduce -4.6% | 90,497 | $28.38 M | Q3 2025 | |
| 0.04% | Add 27.9% | 68,719 | $21.55 M | Q3 2025 | |
| 0.03% | New Buy | 25,463 | $7.98 M | Q3 2025 | |
| 0.04% | New Buy | 10,067 | $3.16 M | Q3 2025 | |
| 1.45% | Reduce -1.4% | 4,968 | $1.56 M | Q3 2025 | |
| 0.01% | Add 481.2% | 4,400 | $1.38 M | Q3 2025 | |
| 0.00% | Reduce -67.9% | 1,164 | $364,984 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Ralph Lauren Corporation (RL)
Top Guru holders include Cliff Asness ($199.46 M), Ken Fisher ($104.61 M), Renaissance Technologies ($76.13 M). Collectively, tracked Gurus hold 1.53 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $38.79 M, with 5 Gurus buying and 8 Gurus selling.
In the recent quarter, 6 Gurus reduced their positions, and 2 Gurus sold out of RL completely. Total sell value was $76.43 M.
Yes, 2 Gurus opened new positions in RL, and 3 added to their existing holdings. Total buy value was $37.64 M.