Argosy Investors Trimmed Wayfair (W) for Valuation Purposes
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 4,972,425 | $373,976,084 | -9% | 0.58% |
| 2. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 2,600,000 | $195,546,000 | -12% | 6.98% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 2,503,995 | $188,325,464 | +22% | 0.15% |
| 4. | 92,655,000 | $162,175,926 | -26% | 0.1% | |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,969,981 | $148,162,271 | -31% | 0.08% |
| 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 |
|---|---|---|---|---|---|---|
| $96.29 | 5,925 | $570,518.25 | 117,344 | 2026-07-02 | Filing | |
| $79.26 | 700 | $55,482.00 | 429,073 | 2026-04-24 | Filing | |
| $78.57 | 5,839 | $458,770.23 | 429,773 | 2026-04-24 | Filing | |
| $77.54 | 600 | $46,524.00 | 435,612 | 2026-04-24 | Filing | |
| $79.85 | 751 | $59,967.35 | 436,212 | 2026-04-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 818,591 | $75,654,180 | 0.09% | |
| 2. | 45,368 | $4,192,911 | 0.67% | |
| 3. | 17,499 | $1,617,258 | 0.14% | |
| 4. | 3,411 | $315,245 | 0.03% | |
| 5. | 3,301 | $305,078 | 0.02% |