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Polymer Capital Management’s Bath & Body Works BBWI Stock Holding History

Polymer Capital Management’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$465K Sell
24,927
-53,438
-68% -$1.16M 0.05% 442
2025
Q4 		$1.57M Buy
78,365
+60,885
+348% +$1.34M 0.17% 132
2025
Q3 		$450K Buy
17,480
+1,878
+12% +$55.7K 0.05% 451
2025
Q2 		$467K Buy
15,602
+3,900
+33% +$114K 0.06% 270
2025
Q1 		$355K Buy
11,702
+2,402
+26% +$85K 0.09% 316
2024
Q4 		$361K Buy
+9,300
New +$311K 0.1% 143

Other funds holding BBWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Polymer Capital Management's BBWI Position: Q1 2026 in Review

Polymer Capital Management reduced its Bath & Body Works (BBWI) stake by 68% in Q1 2026, selling an estimated $1.16M and leaving 24,927 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #442.

Polymer Capital Management first reported a position in BBWI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.57M in Q4 2025. 466 funds tracked by Wall St. Rank hold BBWI as of Q1 2026.

  • Polymer Capital Management held 24,927 shares of Bath & Body Works worth $465K as of Q1 2026.
  • Polymer Capital Management sold 53,438 Bath & Body Works shares in Q1 2026, an estimated $1.16M.
  • Bath & Body Works made up 0.05% of Polymer Capital Management's portfolio in Q1 2026, its #442 holding.
  • Polymer Capital Management first reported a position in Bath & Body Works in Q4 2024 and has held it in 6 quarters since.
  • Polymer Capital Management's Bath & Body Works position peaked at $1.57M in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.