TPR β€” TAPESTRY INC

Ownership history in Candlestick Capital Management LP  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Candlestick Capital Management LP reported a position in TAPESTRY INC (TPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.58% (2025 Q3)
πŸ“Š Avg. % of fund
1.58%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Candlestick Capital Management LP Γ— TPR AI Analytics

πŸ“ˆ Candlestick Capital Management LP outperformed the S&P 500 by +51.6% annually on this TPR position. Timing score: 62% (5/8 decisions correct). Average cost basis: $68.04. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+51.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 51.6% per year on this position.
8 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$68.04
+87.3% vs current ($127.43)

Best entry: $23.43 (2019 Q4)  Β·  Worst: $112.52 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

6 adds Β· 2 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Candlestick Capital Management LP has been actively increasing its TPR allocation β€” a bullish signal from insiders.
Currently 3.58% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TPR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,305,329 β€” 0% 3.58% $147.8M $127.43
2025 Q3 ADDED 1,305,329 +436,645 +50.3% 3.58% $147.8M $112.52
2025 Q2 REDUCED 868,684 -174,116 -16.7% 1.46% $76.3M $86.94
2025 Q1 REDUCED 1,042,800 -71,580 -6.4% 1.52% $73.4M $69.41
2025 Q1 ADDED 1,114,380 +90,317 +8.8% 1.62% $78.5M $69.41
2024 Q4 ADDED 1,024,063 +304,589 +42.3% 1.55% $66.9M $64.12
2024 Q1 ADDED 719,474 +586,457 +440.9% 0.71% $34.2M $45.58
2021 Q1 ADDED 133,017 +58,017 +77.4% 0.12% $5.5M $36.30
2019 Q4 INITIATED 75,000 β€” β€” 0.11% $2.0M $23.43
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