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. | 672,800 | $136,686,048 | -8% | 0.02% | |
| 2. | Rima Senvest Management Richard Mashaal | 647,804 | $131,607,861 | -12% | 4.22% |
| 3. | 618,400 | $125,634,144 | +14% | 0.02% | |
| 4. | 396,800 | $80,613,888 | +96% | 0.08% | |
| 5. | D E Shaw D. E. Shaw | 384,272 | $78,068,700 | +1564% | 0.04% |
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:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,810,878 | $571,058,133 | 0.03% | |
| 2. | 1,410,910 | $286,640,475 | 0% | |
| 3. | 1,408,330 | $286,116,261 | 0.01% | |
| 4. | 1,136,800 | $230,952,288 | 0.03% | |
| 5. | 618,400 | $125,634,144 | 0.01% |
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.
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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...