Cramer Rosenthal McGlynn’s Victoria's Secret VSXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.7M Buy
532,651
+43,609
+9% +$2.43M 1.81% 18
2025
Q4
$26.5M Sell
489,042
-1,874,808
-79% -$74.5M 1.71% 26
2025
Q3
$64.2M Buy
2,363,850
+572,844
+32% +$12.9M 4% 1
2025
Q2
$33.2M Buy
1,791,006
+384,141
+27% +$7.51M 2.28% 12
2025
Q1
$26.1M Buy
1,406,865
+871,968
+163% +$25.6M 1.88% 16
2024
Q4
$22.2M Sell
534,897
-778,359
-59% -$27.5M 1.25% 33
2024
Q3
$33.8M Buy
1,313,256
+675,291
+106% +$14.3M 1.87% 15
2024
Q2
$11.3M Buy
637,965
+197,865
+45% +$3.77M 0.66% 59
2024
Q1
$8.53M Buy
+440,100
New +$10.8M 0.46% 66

Other funds holding VSXY

Cramer Rosenthal McGlynn's VSXY Position: Q1 2026 in Review

Cramer Rosenthal McGlynn increased its Victoria's Secret (VSXY) stake by 8.9% in Q1 2026, buying an estimated $2.43M and bringing the position to 532,651 shares worth $24.7M. The position accounts for 1.81% of the portfolio, ranked #18.

Cramer Rosenthal McGlynn first reported a position in VSXY in Q1 2024 and has held it in 9 quarters since. The position peaked at $64.2M in Q3 2025. 385 funds tracked by Wall St. Rank hold VSXY as of Q1 2026.

  • Cramer Rosenthal McGlynn held 532,651 shares of Victoria's Secret worth $24.7M as of Q1 2026.
  • Cramer Rosenthal McGlynn bought 43,609 Victoria's Secret shares in Q1 2026, an estimated $2.43M.
  • Victoria's Secret made up 1.81% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #18 holding.
  • Cramer Rosenthal McGlynn first reported a position in Victoria's Secret in Q1 2024 and has held it in 9 quarters since.
  • Cramer Rosenthal McGlynn's Victoria's Secret position peaked at $64.2M in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Victoria's Secret as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.