TPR β€” TAPESTRY INC

Ownership history in Cherry Tree Wealth Management, LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC 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.

Position Intelligence

Cherry Tree Wealth Management, LLC Γ— TPR AI Analytics

πŸ“ˆ Cherry Tree Wealth Management, LLC outperformed the S&P 500 by +38.0% annually on this TPR position. Average cost basis: $39.91. Maximum drawdown during holding period: –32.1%.

πŸ“ˆ Position Alpha vs SPY
+38.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 38.0% per year on this position.
9 quarters analyzed

πŸ’° Entry Quality
$39.91
+181.9% vs current ($112.52)

Best entry: $39.91 (2023 Q2)  Β·  Worst: $39.91 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–32.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3 β€” 0% 0.00% $340 $112.52
2025 Q2 UNCHANGED 3 β€” 0% 0.00% $264 $86.94
2025 Q1 UNCHANGED 3 β€” 0% 0.00% $212 $69.41
2024 Q4 UNCHANGED 3 β€” 0% 0.00% $196 $64.12
2024 Q3 UNCHANGED 3 β€” 0% 0.00% $141 $45.86
2024 Q2 UNCHANGED 3 β€” 0% 0.00% $129 $41.41
2024 Q1 UNCHANGED 3 β€” 0% 0.00% $143 $45.58
2023 Q4 UNCHANGED 3 β€” 0% 0.00% $111 $35.08
2023 Q3 UNCHANGED 3 β€” 0% 0.00% $87 $27.10
2023 Q2 INITIATED 3 β€” β€” 0.00% $129 $39.91

🏒 Other funds also holding TPR

As of 2025 Q4 β€” sorted by position size

C Partners Holding GmbH 3Y 7Y 14.46% SRS Investment Management, LLC 3Y 7Y 6.79% Woodson Capital Management, LP 3Y 7Y 6.46% Shellback Capital, LP 3Y 7Y 5.83% Range Rock Capital, LLC 4.44% ADVISORY RESEARCH INC 3Y 7Y 3.72% Candlestick Capital Management LP 3Y 3.58% Cunning Capital Partners, LP 3Y 2.97% North Growth Management Ltd. 3Y 7Y 2.93% Rivermont Capital Management LP 3Y 2.78%
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