Guru Ownership Trend
Guru Analysis for Victoria's Secret & Co. (VSCO)
Victoria's Secret & Co. (VSCO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $166.48 M.
Top institutional holders include David Einhorn and Chuck Royce.
Institutional sentiment is currently Bullish. This is evidenced by a $33.31 M net inflow during the quarter.
Recent activity highlights David Einhorn who increased their stake by 117.7%. Conversely, Jefferies Group reduced exposure by 30.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.06% | Add 117.7% | 1,932,462 | $52.45 M | Q3 2025 | |
| 0.11% | Add 11.2% | 398,992 | $10.83 M | Q3 2025 | |
| 0.03% | Add 0.0% | 275,048 | $7.46 M | Q3 2025 | |
| 0.00% | Add 2.7% | 132,397 | $3.59 M | Q3 2025 | |
| 0.00% | Add 23.9% | 90,298 | $2.45 M | Q3 2025 | |
| 0.03% | New Buy | 89,964 | $2.44 M | Q3 2025 | |
| 0.00% | New Buy | 38,407 | $1.04 M | Q3 2025 | |
| 0.00% | Reduce -30.8% | 15,283 | $414,781 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Victoria's Secret & Co. (VSCO)
Major holders include David Einhorn ($52.45 M), Chuck Royce ($10.83 M), Joel Greenblatt ($7.46 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.97 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $33.31 M, with 7 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited VSCO. The total reported sell value was $184,307.91.
Yes, 2 managers opened new positions in VSCO, and 5 increased their existing holdings. The total reported buy value was $33.5 M.