Industry deep-dive
Specialty Retail
Every super-investor and insider move tracked across 27 tickers in this industry.
Tickers
27
Combined value
$2.93T
Insider net (30d)
−$818K
Congress trades (30d)
2
Sector consensus moves
Latest 13F · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest specialty retail books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Wellington Management | $3.46B |
| 2 | Norges Bank Norway SWF | $2.11B |
| 3 | Ken Griffin Citadel Advisors | $2.09B |
| 4 | AQR Capital Management | $1.56B |
| 5 | D.E. Shaw & Co. | $1.30B |
| 6 | Izzy Englander Millennium Mgmt | $903M |
| 7 | Steve Cohen Point72 | $611M |
| 8 | Andreas Halvorsen Viking Global | $509M |
| 9 | Renaissance Technologies | $476M |
| 10 | Daniel Loeb Third Point | $251M |
| 11 | Two Sigma Investments | $218M |
| 12 | Lee Ainslie Maverick Capital | $183M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | TSCO | TRACTOR SUPPLY CO | $550.12B |
| 2 | ULTA | ULTA BEAUTY INC | $459.64B |
| 3 | BBY | BEST BUY INC | $407.28B |
| 4 | OLPX | OLAPLEX HLDGS INC | $204.93B |
| 5 | BBWI | BATH & BODY WORKS INC | $203.27B |
| 6 | WSM | WILLIAMS SONOMA INC | $198.48B |
| 7 | CASY | CASEYS GEN STORES INC | $168.66B |
| 8 | RH | RH | $140.60B |
| 9 | FIVE | FIVE BELOW INC | $126.68B |
| 10 | DKS | DICKS SPORTING GOODS INC | $121.85B |
| 11 | MUSA | MURPHY USA INC | $89.40B |
| 12 | WOOF | PETCO HEALTH & WELLNESS CO I | $82.43B |
| 13 | EYE | NATIONAL VISION HLDGS INC | $48.82B |
| 14 | ASO | ACADEMY SPORTS & OUTDOORS IN | $40.24B |
| 15 | SBH | SALLY BEAUTY HLDGS INC | $33.65B |
| 16 | GME | GAMESTOP CORP NEW | $21.81B |
| 17 | MNSO | MINISO GROUP HLDG LTD | $17.44B |
| 18 | WINA | WINMARK CORP | $4.14B |
| 19 | HZO | MARINEMAX INC | $3.57B |
| 20 | GRWG | GROWGENERATION CORP | $3.21B |
| 21 | FLWS | 1 800 FLOWERS COM INC | $2.12B |
| 22 | BBW | BUILD-A-BEAR WORKSHOP INC | $911.8M |
| 23 | SVV | SAVERS VALUE VLG INC | $831.4M |
| 24 | EVGO | EVGO INC | $685.6M |