Guru Ownership Trend
Guru Analysis for Travel + Leisure Co. (TNL)
Travel + Leisure Co. (TNL), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $156.56 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $29.56 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 39.8%. Conversely, Ray Dalio reduced exposure by 85.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Travel + Leisure Co. (TNL)
Major holders include Cliff Asness ($99.92 M), Joel Greenblatt ($72.94 M), HOTCHKIS & WILEY ($15.26 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.48 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $29.56 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited TNL. The total reported sell value was $50.99 M.
Yes, 0 managers opened new positions in TNL, and 2 increased their existing holdings. The total reported buy value was $21.43 M.