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ThornTree Capital Partners’s Ralph Lauren RL Stock Holding History

ThornTree Capital Partners’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4M Buy
117,540
+5,488
+5% +$1.95M 7.17% 8
2025
Q4 		$39.6M Sell
112,052
-6,238
-5% -$2.13M 6.63% 9
2025
Q3 		$37.1M Buy
118,290
+820
+0.7% +$244K 5.68% 8
2025
Q2 		$32.2M Buy
117,470
+58,764
+100% +$14.5M 5.36% 12
2025
Q1 		$13M Buy
+58,706
New +$14.6M 2.86% 16

Other funds holding RL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ThornTree Capital Partners's RL Position: Q1 2026 in Review

ThornTree Capital Partners increased its Ralph Lauren (RL) stake by 4.9% in Q1 2026, buying an estimated $1.95M and bringing the position to 117,540 shares worth $40.4M. The position accounts for 7.17% of the portfolio, ranked #8.

ThornTree Capital Partners first reported a position in RL in Q1 2025 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold RL as of Q1 2026.

  • ThornTree Capital Partners held 117,540 shares of Ralph Lauren worth $40.4M as of Q1 2026.
  • ThornTree Capital Partners bought 5,488 Ralph Lauren shares in Q1 2026, an estimated $1.95M.
  • Ralph Lauren made up 7.17% of ThornTree Capital Partners's portfolio in Q1 2026, its #8 holding.
  • ThornTree Capital Partners first reported a position in Ralph Lauren in Q1 2025 and has held it in 5 quarters since.
  • 786 funds tracked by Wall St. Rank held Ralph Lauren as of Q1 2026.

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