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Check Capital Management’s Wayfair W Stock Holding History

Check Capital Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.2M Buy
338,050
+170,102
+101% +$12.5M 0.42% 16
2026
Q1 		$12.6M Buy
167,948
+756
+0.5% +$68.4K 0.37% 16
2025
Q4 		$16.8M Sell
167,192
-658
-0.4% -$63.3K 0.49% 15
2025
Q3 		$15M Buy
167,850
+867
+0.5% +$63.5K 0.49% 16
2025
Q2 		$8.54M Sell
166,983
-762
-0.5% -$28.4K 0.29% 17
2025
Q1 		$5.37M Buy
167,745
+3,145
+2% +$131K 0.16% 18
2024
Q4 		$7.3M Sell
164,600
-34,833
-17% -$1.64M 0.22% 17
2024
Q3 		$11.2M Sell
199,433
-919
-0.5% -$44.3K 0.34% 15
2024
Q2 		$10.6M Buy
200,352
+37,631
+23% +$2.23M 0.35% 15
2024
Q1 		$11M Buy
162,721
+14,417
+10% +$815K 0.36% 16
2023
Q4 		$9.15M Sell
148,304
-9,477
-6% -$495K 0.34% 15
2023
Q3 		$9.56M Sell
157,781
-4,732
-3% -$329K 0.37% 15
2023
Q2 		$10.6M Sell
162,513
-18,358
-10% -$773K 0.42% 16
2023
Q1 		$6.21M Sell
180,871
-2,735
-1% -$121K 0.28% 16
2022
Q4 		$6.04M Sell
183,606
-6,220
-3% -$217K 0.29% 17
2022
Q3 		$6.18M Buy
189,826
+690
+0.4% +$36.5K 0.33% 18
2022
Q2 		$8.24M Buy
189,136
+4,968
+3% +$349K 0.41% 18
2022
Q1 		$20.4M Buy
184,168
+21,459
+13% +$3.02M 0.8% 17
2021
Q4 		$30.9M Buy
162,709
+189
+0.1% +$44.6K 1.3% 13
2021
Q3 		$41.5M Buy
162,520
+64,001
+65% +$18.1M 1.93% 11
2021
Q2 		$31.1M Buy
98,519
+96,944
+6,155% +$30.4M 1.4% 15
2021
Q1 		$496K Sell
1,575
-5
-0.3% -$1.48K 0.02% 31
2020
Q4 		$357K Hold
1,580
– – 0.02% 34
2020
Q3 		$460K Sell
1,580
-138
-8% -$37.8K 0.03% 29
2020
Q2 		$339K Buy
+1,718
New +$257K 0.02% 30

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Check Capital Management's W Position: Q2 2026 in Review

Check Capital Management increased its Wayfair (W) stake by 101% in Q2 2026, buying an estimated $12.5M and bringing the position to 338,050 shares worth $31.2M. The position accounts for 0.42% of the portfolio, ranked #16.

Check Capital Management first reported a position in W in Q2 2020 and has held it in 25 quarters since. The position peaked at $41.5M in Q3 2021. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Check Capital Management held 338,050 shares of Wayfair worth $31.2M as of Q2 2026.
  • Check Capital Management bought 170,102 Wayfair shares in Q2 2026, an estimated $12.5M.
  • Wayfair made up 0.42% of Check Capital Management's portfolio in Q2 2026, its #16 holding.
  • Check Capital Management first reported a position in Wayfair in Q2 2020 and has held it in 25 quarters since.
  • Check Capital Management's Wayfair position peaked at $41.5M in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.