Polymer Capital Management’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
Q2
$629K Sell
7,535
-6,509
-46% -$390K 0.08% 281
2026
Q1
$651K Sell
14,044
-8,499
-38% -$474K 0.07% 321
2025
Q4
$1.22M Sell
22,543
-11,690
-34% -$464K 0.13% 190
2025
Q3
$929K Buy
+34,233
New +$769K 0.1% 199

Other funds holding VSXY

Polymer Capital Management's VSXY Position: Q2 2026 in Review

Polymer Capital Management reduced its Victoria's Secret (VSXY) stake by 46% in Q2 2026, selling an estimated $390K and leaving 7,535 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #281.

Polymer Capital Management first reported a position in VSXY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 437 funds tracked by Wall St. Rank hold VSXY as of Q2 2026.

  • Polymer Capital Management held 7,535 shares of Victoria's Secret worth $629K as of Q2 2026.
  • Polymer Capital Management sold 6,509 Victoria's Secret shares in Q2 2026, an estimated $390K.
  • Victoria's Secret made up 0.08% of Polymer Capital Management's portfolio in Q2 2026, its #281 holding.
  • Polymer Capital Management first reported a position in Victoria's Secret in Q3 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Victoria's Secret position peaked at $1.22M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Victoria's Secret as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.