Darsana Capital Partners’s RH RH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-500,000
| Closed | -$122M | – | 14 |
|
2023
Q1 | $122M | Sell |
500,000
-100,000
| -17% | -$24.4M | 8.2% | 7 |
|
2022
Q4 | $160M | Sell |
600,000
-350,000
| -37% | -$93.5M | 10.69% | 4 |
|
2022
Q3 | $234M | Hold |
950,000
| – | – | 12% | 3 |
|
2022
Q2 | $202M | Buy |
950,000
+200,000
| +27% | +$42.5M | 10.86% | 4 |
|
2022
Q1 | $245M | Buy |
750,000
+200,000
| +36% | +$65.2M | 12.41% | 4 |
|
2021
Q4 | $295M | Buy |
550,000
+150,000
| +38% | +$80.4M | 13.63% | 3 |
|
2021
Q3 | $267M | Buy |
+400,000
| New | +$267M | 8.79% | 6 |
|