Guru Ownership Trend
Guru Analysis for Marriott Vacations Worldwide Corporation (VAC)
Marriott Vacations Worldwide Corporation (VAC), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $78.21 M.
Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $57.51 M net outflow during the quarter.
On the selling side, HOTCHKIS & WILEY reduced exposure by 49.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Marriott Vacations Worldwide Corporation (VAC)
Major holders include HOTCHKIS & WILEY ($50.83 M), Cliff Asness ($19.73 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 692,592 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $57.51 M, with 0 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited VAC. The total reported sell value was $57.51 M.
No tracked managers opened new positions or increased their holdings in VAC during the most recent reporting period.