Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.
XLY
SS CONSUMER DISC SELECT SECTData as of 2026 Q1 (03-31) · 13F snapshot
Summary
SS CONSUMER DISC SELECT SECT (XLY) is held by 7 tracked hedge-fund managers, a combined reported value of ~$1.82B; the largest are Izzy Englander, Paul Singer, Ken Griffin. This quarter: 4 added, 1 closed. 2 members of Congress have disclosed STOCK Act trades. Data as of 2026 Q1, from public SEC 13F filings, delayed up to ~45 days.
Attention · MediumThis quarter · Heating up
Gurus holding7
Congress trades2
Price$116.60vs quarter-end+6.99%
Sectors0
This quarter's moves
Top holderIzzy EnglanderNew0
Added4
Trimmed / sold1
Value $482.23M— of portfolio4,424,9002026 Q1
Value $468.61M— of portfolio4,300,0002026 Q1
Value $323.86M— of portfolio2,971,7002026 Q1
Value $146.82M— of portfolio1,347,2002026 Q1
Value $121.59M— of portfolio1,115,7002026 Q1
Value $30.57M— of portfolio280,5002026 Q1
Value $17.16M— of portfolio157,5002026 Q1
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Izzy EnglanderPUT | $482.23M | — | — |
| Paul SingerPUT | $468.61M | — | — |
| Ken GriffinPUT | $323.86M | — | — |
| Ken GriffinCALL | $146.82M | — | — |
| Izzy EnglanderCALL | $121.59M | — | — |
| Steven CohenCALL | $30.57M | — | — |
| Steven CohenPUT | $17.16M | — | — |