Guru Ownership Over Time
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 $162.79 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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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)
Top Guru holders include David Einhorn ($52.45 M), Chuck Royce ($10.83 M), Joel Greenblatt ($7.46 M). Collectively, tracked Gurus hold 2.97 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $33.31 M, with 7 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of VSCO completely. Total sell value was $184,307.91.
Yes, 2 Gurus opened new positions in VSCO, and 5 added to their existing holdings. Total buy value was $33.5 M.