Here's Why the Strategy Exited Tapestry (TPR) in Q3
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Leucadia National Ian Cumming And Joseph Steinberg | 85,041 | $9,783,117 | -88% | 0.07% |
| 2. | Prescott Group Capital Management Phil Frohlich | 17,464 | $2,009,059 | 0.18% | |
| 3. | Olympiad Research LP Thong Nguyen | 1,753 | $201,665 | 0.26% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.60 | 5,700 | $197,220.00 | 251,911 | 2022-03-11 | Filing | |
| $15.27 | 12,980 | $198,204.60 | 33,756 | 2020-08-19 | Filing | |
| $14.12 | 7,100 | $100,252.00 | 20,776 | 2020-06-11 | Filing | |
| $17.02 | 8,800 | $149,776.00 | 13,676 | 2020-06-09 | Filing | |
| $30.01 | 7,000 | $210,050.40 | 10,826 | 2019-05-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $115.36 | 3,619 | $417,487.84 | 21,136 | 2026-09-09 | Filing | |
| $115.40 | 2,191 | $252,841.40 | 24,755 | 2026-09-09 | Filing | |
| $132.47 | 14,720 | $1,949,958.40 | 666,149 | 2026-08-19 | Filing | |
| $132.47 | 13,041 | $1,727,541.27 | 680,869 | 2026-08-19 | Filing | |
| $140.02 | 19,557 | $2,738,371.14 | 123,258 | 2026-05-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,521,138 | $290,016,262 | 0.05% | |
| 2. | 1,170,385 | $134,641,092 | 0.16% | |
| 3. | 1,090,863 | $125,492,879 | 0.11% | |
| 4. | 755,036 | $86,858,427 | 0.08% | |
| 5. | 689,559 | $79,326,867 | 0.08% |