Position in BBY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,916,993
-$5,465,859 QoQ
Shares Held
92,165
-45.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Derivatives in BBY
reported options exposure · as of Mar 31, 2026CallValue
$449,400
CallShares
7,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $473,665,671 across 25 Specialty Retail names. BBY ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
1,434,245 | $327,696,297 | |
| 2 | RH |
Rh
|
276,752 | $38,695,464 | |
| 3 | MUSA |
Murphy USA Inc.
|
67,561 | $33,373,107 | |
| 4 | BBWI |
Bath & Body Works, Inc.
|
1,237,549 | $23,105,039 | |
| 5 | WOOF |
Petco Health & Wellness Company, Inc.
|
5,969,574 | $16,595,415 | |
| 6 | BOBS |
Bob's Discount Furniture, Inc.
|
564,122 | $6,628,433 | |
| 7 | BBY |
Best Buy Co Inc
This page
|
92,165 | $5,916,993 | |
| 8 | ARKO |
ARKO Corp.
|
653,492 | $3,633,415 |
All Filings in BBY
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $449,400 | 7,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $5,916,993 | 92,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,382,852 | 170,071 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,606,320 | 24,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,177,968 | 17,600 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $39,754,417 | 525,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,996,446 | 29,740 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,737,196 | 23,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,684,425 | 19,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,973,030 | 19,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,480,282 | 65,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,873,872 | 230,085 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $967,260 | 12,358 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,507,948 | 18,800 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $3,759,200 | 37,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $3,820,160 | 37,600 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $3,879,557 | 36,700 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $220,933 | 2,090 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $3,435,575 | 32,500 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $3,334,420 | 29,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $3,621,870 | 31,500 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $30,688,736 | 266,905 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $120,310,202 | 1,047,907 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $3,329,490 | 29,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $1,951,770 | 17,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $8,951,163 | 89,700 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $6,905,468 | 69,200 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $38,866,308 | 389,481 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $194,267,712 | 1,745,599 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $2,893,540 | 26,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $3,694,828 | 33,200 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $44,408,910 | 508,868 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $610,890 | 7,000 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $532,347 | 6,100 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $1,022,637 | 17,941 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||