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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $297.91 M.
Top institutional holders include Richard Pzena and David Einhorn.
Institutional sentiment is currently Bullish. This is evidenced by a $40.12 M net inflow during the quarter.
Recent activity highlights David Einhorn who opened a new position. Conversely, Cliff Asness reduced exposure by 34.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Spectrum Brands Holdings, Inc. (SPB)
Major holders include Richard Pzena ($141.91 M), David Einhorn ($39.22 M), Mario Gabelli ($20.92 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 4.01 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $40.12 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SPB. The total reported sell value was $6.64 M.
Yes, 3 managers opened new positions in SPB, and 3 increased their existing holdings. The total reported buy value was $46.76 M.
