Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lands End Inc New (LE)

127 + Investors. Track Smart Money conviction in LE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — LE

Based on 128 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
128 hedge funds hold LE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

70 buying57 selling
Last quarter: 70 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new LE position: 16 → 23 → 18 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
72 out of 128 hedge funds have held LE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +52%, value +20%

Value
+19%
Shares
+51%
Last quarter: funds added +52% more shares while total portfolio value only changed +20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

18 → 16 → 23 → 18 → 31 new funds/Q
New funds entering each quarter: 16 → 23 → 18 → 31. A growing number of institutions are discovering LE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Entry-cohort mix of 135 holders: 89 (66%) are 2+ year veterans, 14 entered 1–2 years ago, and 32 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
35 of 125 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in LE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LE

In 2026 Q1, 70 hedge funds were net buyers of LE (31 opened a new position, 39 added to an existing one), while 57 reduced or exited (38 trimmed, 19 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in LE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 128.

Hedge Fund Ownership: LE

How many hedge funds hold LE — quarterly history vs. share price
Quarterly hedge fund ownership of LE vs. share price

Market Analysis: LE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lands End Inc New (LE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LE has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
LE
nan%
XLY
nan%

LE outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
LE
nan%
XLY
nan%

Since the filing became public, LE outperformed XLY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: LE
127 + Investors

Track Smart Money conviction in LE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 127 116 9.48%
13F Shares 13M 8M 51.71%
Total Value $144M $121M 19.59%
New Positions 30 18 +12
Increased Positions 39 29 +10
Closed Positions 19 15 +4
Reduced Positions 38 38 -
Total Calls 5 0 100%
Total Puts 5 1 400.0%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: LE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

127 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Towerview LLC 4.30% 592,701 $6.7M
2 Marble Bar Asset Management LLP 1.47% 133,490 $1.5M
3 Saber Capital Managment, LLC 0.77% 92,643 $1.0M
4 SummerHaven Investment Management, LLC 0.45% 65,625 $738K
5 Yakira Capital Management, Inc. 0.41% 101,811 $1.4M
6 Virtus Advisers, LLC 0.31% 58,593 $659K
7 Beartown Capital Management, LLC 0.27% 50,000 $562K
8 Teton Advisors, LLC 0.17% 21,496 $242K
9 Sage Investment Counsel LLC 0.17% 13,610 $153K
10 Weiss Asset Management LP 0.15% 799,836 $9.0M
11 Informed Momentum Co LLC 0.07% 50,203 $564K
12 Oxford Asset Management LLP 0.06% 12,694 $143K
13 Bridgeway Capital Management, LLC 0.04% 162,513 $1.8M
14 Gamco Investors, INC. Et Al 0.04% 320,600 $3.6M
15 Galaxy Digital Inc. 0.03% 30,000 $337K
16 Css LLC/Il 0.02% 44,602 $501K
17 Schonfeld Strategic Advisors LLC 0.02% 301,227 $3.4M
18 Banque Pictet & Cie SA 0.01% 143,405 $1.6M
19 State of Wyoming 0.01% 8,248 $93K
20 Ritholtz Wealth Management 0.01% 54,348 $611K
21 XTX Topco Ltd 0.01% 50,732 $570K
22 Empowered Funds, LLC 0.01% 123,974 $1.4M
23 Campbell & CO Investment Adviser LLC 0.01% 12,837 $144K
24 Jacobs Levy Equity Management, Inc 0.01% 158,267 $1.8M
25 O'shaughnessy Asset Management, LLC 0.01% 132,864 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lands End Inc New (LE)

What does the Smart Money Trend signal show for LE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LE?

Slight buying edge — 55% buying: Last quarter: 70 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LE holders?

Elite ownership — 44% AUM from top-100 funds: 35 of 125 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in LE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LE?

56% of holders stayed for 2+ years: 72 out of 128 hedge funds have held LE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lands End Inc New (LE) following the 2026 Q1 hedge fund 13F filings?

As of today, LE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LE has gained nan% vs nan% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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