Robert Pohly’s Samlyn Capital Portfolio: 5 Dividend Stock Picks

In this article, we discuss the 5 dividend stocks in Robert Pohly’s portfolio. If you want to read our detailed analysis of Samlyn Capital’s past performance and investment strategies, go directly to read Robert Pohly’s Samlyn Capital Portfolio: 10 Dividend Stock Picks. 

5. Williams-Sonoma, Inc. (NYSE:WSM)

Number of Hedge Fund Holders: 40
Samlyn Capital’s Stake Value: $49,289,000
Dividend Yield as of March 1: 1.96%

Williams-Sonoma, Inc. (NYSE:WSM), an American consumer retail company, experienced a positive hedge fund sentiment in Q4 2021, as 40 hedge funds tracked by Insider Monkey held positions in the company, up from 31 in the previous quarter. These stakes hold a consolidated value of $646.7 million. Select Equity Group was the company’s largest shareholder in Q4, with stakes valued at $292.8 million.

In December 2021, Williams-Sonoma, Inc. (NYSE:WSM) announced a quarterly dividend of $0.71, increasing it by 20.3% from its previous dividend. As of March 1, the stock’s dividend yield stood at 1.96%. Williams-Sonoma, Inc. (NYSE:WSM) has been increasing its dividends for the past 12 years. Moreover, the company’s dividend has tripled in the past 10 years. This January, RBC Capital upgraded Williams-Sonoma, Inc. (NYSE:WSM) to Outperform, with a $202 price target.

Williams-Sonoma, Inc. (NYSE:WSM) is one of the latest acquisitions of Samlyn Capital in Q4. The hedge fund started building its position in the company with shares worth roughly $50 million, which accounted for 0.67% of Robert Pohly’s portfolio.

Vltava Fund mentioned Williams-Sonoma, Inc. (NYSE:WSM) in its Q4 2021 investor letter. Here is what the firm has to say:

“There were two new additions to the portfolio last year –  (including) shares of the retail company Williams-Sonoma. I mentioned both purchases already in the previous newsletter to shareholders. At first sight, these were only minor changes. There were many more transactions in the portfolio over the past year, however. Most purchases were directed to shares we have already held in the portfolio. We have been purchasing virtually all the stocks we hold, many of them repeatedly. While we are by no means opposed to anything new and always are looking for new investment opportunities, we generally tend to gravitate to what we already have in the portfolio, to what we know well, and moreover what we see is working out well.”