Follow-The-Filings

Security

RL

Ralph Lauren Corp. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 new max 0.9% (Gavin Baker - Atreides Ma...)

owners 17
max % 0.9%
tracked value $2.9B
qoq N 1 A 10 R 6

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Gavin Baker - Atreides Management, LP 2026 Q1 0.9% Add +1.0% 128,837 $44M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Add +55.8% 563,947 $199M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +51.0% 175,053 $60M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +24.8% 1,099,656 $369M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +1125.5% 266,232 $92M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +80.8% 282,540 $97M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -49.8% 101,579 $35M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add +2.0% 335,216 $115M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +19.9% 299,313 $103M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -26.8% 66,722 $23M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -1.9% 4,735,743 $1.7B hist
Norges Bank 2025 Q4 stale 0.0% Add +275.2% 207,887 $74M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -68.8% 35,039 $12M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +126.4% 23,901 $8M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -77.6% 7,021 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -44.8% 56,375 $19M hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 43 $15 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $6.44B $6.63B $7.08B $8.11B
Gross profit $4.17B $4.43B $4.85B $5.67B
Gross margin * 64.7% 66.8% 68.6% 69.9%
Net income $522.7M $646.3M $742.9M $941.1M
Net margin * 8.1% 9.7% 10.5% 11.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.32B $3.36B $3.79B $3.89B
Total non-current assets * $3.47B $3.24B $3.26B $3.85B
Total assets $6.79B $6.6B $7.05B $7.74B
Total current liabilities $1.49B $1.47B $2.13B $1.83B
Total non-current liabilities * $2.87B $2.69B $2.33B $3.07B
Total equity $2.43B $2.45B $2.59B $2.84B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $411M $1.07B $1.24B $1.15B
Cash from investing $471.5M -$256.8M -$264.1M -$356.6M
Cash from financing -$1.21B -$665.6M -$704M -$769.7M
Net change in cash -$335.1M $133.7M $258.8M $65.3M

ownership over time

filing count by report period · click a bar for that quarter’s holders