Wayfair’s (W) Physical Retail Emerging as Growth Engine
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Motley Fool Asset Management Bryan Hinmon | 4,831 | $495,467 | +28% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.97 | 160 | $11,995.20 | 260,577 | 2025-08-28 | Filing | |
| $49.86 | 35,000 | $1,745,100.00 | 150,160 | 2022-05-19 | Filing | |
| $122.24 | 10,000 | $1,222,400.00 | 115,160 | 2022-03-03 | Filing | |
| $258.98 | 10,000 | $2,589,800.00 | 105,160 | 2021-11-22 | Filing | |
| $286.83 | 5,686 | $1,630,915.38 | 56,000 | 2021-03-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $120.00 | 500 | $60,000.00 | 115,385 | 2026-10-29 | Filing | |
| $115.00 | 8,000 | $920,000.00 | 196,698 | 2026-10-20 | Filing | |
| $112.44 | 22,904 | $2,575,325.76 | 105,137 | 2026-10-15 | Filing | |
| $111.62 | 44,893 | $5,010,956.66 | 128,041 | 2026-10-15 | Filing | |
| $110.36 | 49,203 | $5,430,043.08 | 172,934 | 2026-10-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 988,400 | $101,370,304 | 5.74% | |
| 2. | 745,851 | $76,494,479 | 4.33% | |
| 3. | 590,642 | $60,576,244 | 0.06% | |
| 4. | 458,312 | $47,004,479 | 0.41% | |
| 5. | 403,600 | $41,393,216 | 1.56% |