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Victoria's Secret & Co.

VSCO Consumer Discretionary
$54.3 $-0.7 (-1.27%)
Market Cap: $4.31 B
Gurus Holding
7
Popularity Rank
#1099
% of Shares Held
5.17%
Net Activity (Q1 2026)
+$51.7 M

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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $222.87 M.

Top institutional holders include David Einhorn and Paul Tudor Jones.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $51.7 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 148.5%. Conversely, Chuck Royce reduced exposure by 14.5%.

Key Holders

Top 5 by Value

$104.63 M
$28.65 M
$18.56 M
$13.23 M
$12.61 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$54 M
Total Buy Value
New Buys 1
Additions 4
-$2.31 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Victoria's Secret & Co. (VSCO)

Major holders include David Einhorn ($104.63 M), Paul Tudor Jones ($28.65 M), Ray Dalio ($18.56 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.1 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $51.7 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited VSCO. The total reported sell value was $2.31 M.

Yes, 1 managers opened new positions in VSCO, and 4 increased their existing holdings. The total reported buy value was $54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.28% Add 29.9% 2,256,889 $104.63 M Q1 2026
0.05% Add 99.3% 618,002 $28.65 M Q1 2026
0.08% Add 148.5% 400,299 $18.56 M Q1 2026
0.01% Add 40.7% 292,011 $13.23 M Q1 2026
0.04% Reduce -0.9% 271,947 $12.61 M Q1 2026
0.11% Reduce -14.5% 249,192 $11.55 M Q1 2026
0.00% New Buy 16,137 $748,111 Q1 2026
Date
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Transaction
Value
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SEC Form