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. | Prescott Group Capital Management Phil Frohlich | 17,464 | $2,009,059 | 0.18% |
| 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. | 1,170,385 | $134,641,092 | 0.16% | |
| 2. | 1,090,863 | $125,492,879 | 0.11% | |
| 3. | 689,559 | $79,326,867 | 0.08% | |
| 4. | 629,789 | $72,450,954 | 0.47% | |
| 5. | 553,335 | $63,655,649 | 7.5% |