RH (RH): A Bull Case Theory
We came across a bullish thesis on RH on Speedwell Memos’s Substack by Speedwell Research. In this article, we will summarize the bulls’ thesis on RH.
Rh (RH)
Market is closed
Sector: Consumer Cyclical
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rima Senvest Management Richard Mashaal | 733,894 | $138,713,305 | +55% | 4.64% |
| 2. | 728,400 | $137,674,884 | +43% | 0.02% | |
| 3. | Durable Capital Partners Henry Ellenbogen | 646,097 | $122,118,794 | +126% | 0.92% |
| 4. | 546,700 | $103,331,767 | +28% | 0.02% | |
| 5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 438,635 | $82,906,401 | +590% | 0.09% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $219.85 | 2,099 | $461,468.72 | 3,351,337 | 2024-06-26 | Filing | |
| $219.29 | 9,575 | $2,099,685.47 | 3,349,238 | 2024-06-26 | Filing | |
| $214.46 | 400 | $85,782.48 | 3,339,663 | 2024-06-26 | Filing | |
| $215.96 | 8,084 | $1,745,819.02 | 3,339,263 | 2024-06-25 | Filing | |
| $215.08 | 19,161 | $4,121,117.22 | 3,331,179 | 2024-06-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $236.13 | 2,000 | $472,259.40 | 24,616 | 2025-09-19 | Filing | |
| $454.62 | 234 | $106,380.78 | 0 | 2025-01-21 | Filing | |
| $453.74 | 335 | $152,004.11 | 234 | 2025-01-21 | Filing | |
| $452.55 | 245 | $110,874.16 | 569 | 2025-01-21 | Filing | |
| $451.56 | 2,316 | $1,045,809.72 | 814 | 2025-01-21 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 125,677 | $25,532,539 | 6.64% | |
| 2. | 32,105 | $6,522,452 | 0.74% | |
| 3. | 20,167 | $4,097,129 | 0.1% | |
| 4. | 18,349 | $3,727,699 | 0.91% | |
| 5. | 16,956 | $3,444,781 | 1.59% |
News See All
Will RH (RH) be Able to Maintain Double-Digit Growth in the Future?
Recurve Capital, an investment management company, released its second-quarter 2025 investor letter. Recurve had a strong second quarter. A copy of the letter can be downloaded here.
Rh (NYSE:RH) Q2 2025 Earnings Call Transcript
Operator: Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the RH 2Q '25 Earnings Call.
RH (RH) Isn't Happy With The Housing Market, Says Jim Cramer
RH (NYSE:RH) is back on Jim Cramer’s radar as hopes of an interest rate cut lift home building and housing stocks.
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In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the latest jobs report, which saw the economy add 22,000 jobs in August, which was quite low when compared to expectations of...
RH (RH) Traded Down Due To a Combination of Tariff Pressures and Weaker Results
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jim Cramer Shared Insights on These 18 Stocks
On Tuesday, Mad Money host Jim Cramer addressed concerns surrounding President Donald Trump’s attempt to remove a Federal Reserve Board governor, a move many consider legally questionable, and why he...
RH (RH): A Bear Case Theory
We came across a bearish thesis on RH on Matt McClintock Retail/Consumer Research - M Squared Capital’s Substack by Matthew McClintock.
Baron Discovery Fund Sold RH (RH) due to Heightened Risk and Uncertainty
Baron Funds, an investment management company, released its “Baron Discovery Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Goldman Sachs Downgrades RH (RH) from ‘Neutral’ to ‘Sell’; Sets PT at $179
Billionaire Kerr Neilson has bought over $290,200 worth of shares in RH (NYSE:RH), representing 0.02% of his stock portfolio, securing the company a spot in Billionaire Kerr Neilson’s 10 Stock Picks...
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