DCM
VSXY

DME Capital Management’s Victoria's Secret VSXY Stock Holding History

DME Capital Management’s Portfolio VSXY Stock Details VSXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105M Buy
2,256,889
+519,020
+30% +$29M 3.28% 8
2025
Q4 		$94.1M Sell
1,737,869
-194,593
-10% -$7.73M 3.3% 11
2025
Q3 		$52.4M Buy
1,932,462
+1,044,712
+118% +$23.5M 2.06% 17
2025
Q2 		$16.4M Buy
+887,750
New +$17.4M 0.71% 22

Other funds holding VSXY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BBFIT Investments Singapore $842M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

DME Capital Management's VSXY Position: Q1 2026 in Review

DME Capital Management increased its Victoria's Secret (VSXY) stake by 30% in Q1 2026, buying an estimated $29M and bringing the position to 2,256,889 shares worth $105M. The position accounts for 3.28% of the portfolio, ranked #8.

DME Capital Management first reported a position in VSXY in Q2 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold VSXY as of Q1 2026.

  • DME Capital Management held 2,256,889 shares of Victoria's Secret worth $105M as of Q1 2026.
  • DME Capital Management bought 519,020 Victoria's Secret shares in Q1 2026, an estimated $29M.
  • Victoria's Secret made up 3.28% of DME Capital Management's portfolio in Q1 2026, its #8 holding.
  • DME Capital Management first reported a position in Victoria's Secret in Q2 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Victoria's Secret as of Q1 2026.

Based on DME Capital Management's 13F filing for Q1 2026, filed 15 May 2026.