Guru Ownership Trend
Guru Analysis for Spectrum Brands Holdings, Inc. (SPB)
Spectrum Brands Holdings, Inc. (SPB), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $212.83 M.
Top institutional holders include Richard Pzena and Mario Gabelli.
Institutional sentiment is currently Bullish. This is evidenced by a $38.68 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 87.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.42% | Add 66.8% | 2,459,485 | $129.2 M | Q3 2025 | |
| 0.17% | Add 1.0% | 325,513 | $17.1 M | Q3 2025 | |
| 0.18% | Add 19.6% | 275,000 | $14.45 M | Q3 2025 | |
| 0.02% | Add 2.9% | 188,672 | $9.91 M | Q3 2025 | |
| 0.00% | Reduce -87.6% | 48,953 | $2.56 M | Q3 2025 | |
| 0.00% | New Buy | 43,012 | $2.26 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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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 Spectrum Brands Holdings, Inc. (SPB)
Major holders include Richard Pzena ($129.2 M), Mario Gabelli ($17.1 M), Manning & Napier Group ($14.45 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.34 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $38.68 M, with 5 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited SPB. The total reported sell value was $18.13 M.
Yes, 1 managers opened new positions in SPB, and 4 increased their existing holdings. The total reported buy value was $56.81 M.