Lands End Inc New (LE) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Lands End Inc New (LE) following the 2026 Q2 hedge fund 13F filings?

As of today, LE has moved -4.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.0% for the XLY sector ETF — an outperformance of -2.7%. Since the quarter end (June 30, 2026), LE gained +13.5% vs -1.2% 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.

Lands End Inc New (LE)

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

Smart Money Signals — LE

Based on 126 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their LE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

126 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 — +11% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 42% buying

56 buying78 selling

Last quarter: 78 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 23 → 18 → 31 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new

73 out of 126 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.

📈

Growing discovery — still being found

16 → 23 → 18 → 31 → 24 new funds/Q

New funds entering each quarter: 23 → 18 → 31 → 24. 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 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new

Entry-cohort mix of 127 holders: 84 (66%) are 2+ year veterans, 16 entered 1–2 years ago, and 27 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

37 of 126 holders are among the 100 largest funds by AUM, controlling 55% 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.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	125	129	-3.1%
13F Shares	10M	13M	-20.25%
Total Value	$105M	$144M	-27.07%
New Positions	24	31	-7
Increased Positions	29	39	-10
Closed Positions	28	18	+10
Reduced Positions	52	39	+13
Total Calls	1	5	-80.0%
Total Puts	0	5	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

125

129

-3.1%

13F Shares

10M

13M

-20.25%

Total Value

$105M

$144M

-27.07%

New Positions

-7

Increased Positions

-10

Closed Positions

+10

Reduced Positions

+13

Total Calls

-80.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

125 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Towerview LLC	5.88%	855,000	$9.0M
2	Marble Bar Asset Management LLP	0.69%	95,483	$1.0M
3	Saber Capital Managment, LLC	0.62%	86,587	$907K
4	SummerHaven Investment Management, LLC	0.34%	60,638	$635K
5	Aristides Capital LLC	0.30%	149,171	$1.6M
6	Virtus Advisers, LLC	0.24%	60,820	$637K
7	Sage Investment Counsel LLC	0.22%	21,194	$222K
8	Beartown Capital Management, LLC	0.21%	46,200	$484K
9	Yakira Capital Management, Inc.	0.16%	53,174	$557K
10	Teton Advisors, LLC	0.12%	19,863	$208K
11	Bridgeway Capital Management, LLC	0.03%	182,707	$1.9M
12	Proficio Capital Partners LLC	0.03%	75,545	$792K
13	Gamco Investors, INC. Et Al	0.03%	295,868	$3.1M
14	Ancora Advisors LLC	0.02%	116,280	$1.2M
15	Levin Capital Strategies, L.P.	0.01%	20,000	$210K
16	XTX Topco Ltd	0.01%	67,629	$709K
17	Banque Pictet & Cie SA	0.01%	132,507	$1.4M
18	Ritholtz Wealth Management	0.01%	44,242	$464K
19	Schonfeld Strategic Advisors LLC	0.01%	181,417	$1.9M
20	Empowered Funds, LLC	0.01%	123,414	$1.3M
21	State of Wyoming	0.01%	5,597	$59K
22	Campbell & CO Investment Adviser LLC	0.01%	10,281	$108K
23	Jacobs Levy Equity Management, Inc	0.01%	140,793	$1.5M
24	O'shaughnessy Asset Management, LLC	0.00%	69,565	$729K
25	Gabelli Funds LLC	0.00%	49,435	$518K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LE?

More sellers than buyers — 42% buying: Last quarter: 78 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LE holders?

Elite ownership — 55% AUM from top-100 funds: 37 of 126 holders are among the 100 largest funds by AUM, controlling 55% 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?

58% of holders stayed for 2+ years: 73 out of 126 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 Q2 hedge fund 13F filings?

As of today, LE has moved -4.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.0% for the XLY sector ETF — an outperformance of -2.7%. Since the quarter end (June 30, 2026), LE has gained +13.5% vs -1.2% 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.

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Lands End Inc New (LE)

Smart Money Signals — LE

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +11% more funds vs a year ago

More sellers than buyers — 42% buying

Fewer new buyers each quarter (-7 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 21% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — LE

Hedge Fund Ownership: LE

Market Analysis: LE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LE

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

Hedge Fund Positioning: LE

Statistics: LE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Lands End Inc New (LE)

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