BBWI β€” BATH & BODY WORKS INC

Ownership history in Walleye Trading LLC  Β·  45 quarters on record

This page tracks every 13F SEC filing in which Walleye Trading LLC reported a position in BATH & BODY WORKS INC (BBWI). 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
0.03% (2022 Q4)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
45

Position Intelligence

Walleye Trading LLC Γ— BBWI AI Analytics

πŸ“‰ Walleye Trading LLC underperformed the S&P 500 by –10.7% annually on this BBWI position. Timing score: 48% (21/44 decisions correct). Average cost basis: $34.47. Maximum drawdown during holding period: –68.4%.

πŸ“ˆ Position Alpha vs SPY
-10.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.7% ann.
44 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
21 of 44 add/trim decisions correct

πŸ’° Entry Quality
$34.47
-42.2% vs current ($19.91)

Best entry: $19.91 (2025 Q4)  Β·  Worst: $62.94 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–68.4%
max drawdown while held

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

πŸ’ͺ Fund Conviction
58%
buy-side decisions

26 adds Β· 19 trims. Bought during 6 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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)    BBWI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 116,300 -42,600 -26.8% 0.00% $2.3M $19.91
2025 Q4 ADDED 158,900 +152,823 +2514.8% 0.00% $3.2M $19.91
2025 Q3 REDUCED 6,077 -97,323 -94.1% 0.00% $157K $25.22
2025 Q3 REDUCED 103,400 -3,700 -3.5% 0.00% $2.7M $25.22
2025 Q3 ADDED 107,100 +104,231 +3633.0% 0.00% $2.8M $25.22
2025 Q2 REDUCED 2,869 -91,631 -97.0% 0.00% $86K $29.14
2025 Q2 ADDED 94,500 +36,500 +62.9% 0.01% $2.8M $29.14
2025 Q2 REDUCED 58,000 -11,346 -16.4% 0.00% $1.7M $29.14
2025 Q1 REDUCED 69,346 -109,254 -61.2% 0.00% $2.1M $29.27
2025 Q1 ADDED 178,600 +43,900 +32.6% 0.01% $5.4M $29.27
35 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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