L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 14 May 2024
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 13 listed it in both
Shares listed
51,479,320
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 93 comparable managers: 10 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BBWI in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Third Point LLC12,850,000$643m8.19%Trimmed-1,000,00015 May 2024 (the filing on sec.gov)
Lone Pine Capital LLC9,768,116$489m3.86%Trimmed-680,75615 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc7,133,119$357munder 0.1%Trimmed-137,58315 May 2024 (the filing on sec.gov)
Steadfast Capital Management LP4,795,529$240m5.41%Held015 May 2024 (the filing on sec.gov)
Point72 Asset Management LP3,960,200$198m0.48%Added+812,86815 May 2024 (the filing on sec.gov)
AllianceBernstein LP3,289,361$165m0.06%Added+15,24214 May 2024 (the filing on sec.gov)
Citadel Advisors LLC2,945,860$147munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.2,085,228$104m0.09%Added+949,53815 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,952,064$98m0.09%Added+1,531,26615 May 2024 (the filing on sec.gov)
Davidson Kempner Capital Management LP967,000$48m0.64%Added+560,78015 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd628,324$31munder 0.1%Trimmed-236,67815 May 2024 (the filing on sec.gov)
Verition Fund Management LLC553,436$28m0.19%Added+87,92014 May 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP254,366$13m0.07%Added+219,27815 May 2024 (the filing on sec.gov)
Bridgewater Associates LP149,826$7.5munder 0.1%Newnew14 May 2024 (the filing on sec.gov)
Tudor Investment Corp137,953$6.9munder 0.1%Trimmed-62,67915 May 2024 (the filing on sec.gov)
Winton Group Ltd8,938$447kunder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

010203020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BBWI by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202115$4.2bnn.a.n.a.
Q4 202116$4.5bnn.a.n.a.
Q1 202214$3.0bnn.a.n.a.
Q2 202216$1.4bnn.a.n.a.
Q3 202213$1.5bnn.a.n.a.
Q4 202215$2.4bnn.a.n.a.
Q1 202314$2.0bnn.a.n.a.
Q2 202313$2.1bnn.a.n.a.
Q3 202315$1.7bnn.a.n.a.
Q4 202315$2.0bn67
Q1 202416$2.6bn106
Q2 202414$1.8bn78
Q3 202414$1.2bn126
Q4 202421$1.3bn176
Q1 202516$935m125
Q2 202512$644m76
Q3 202513$556m85
Q4 20257$514m1718
Q1 202610$771m2212
Q2 20269$707m1520

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BBWI and AMZN →BBWI and TSLA →BBWI and HD →Choose a stock to compare with BBWI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BBWI, latest filings →Back to the 13F Explorer →