Position in RH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$125,762,624
+$87,067,160 QoQ
Shares Held
763,447
+175.9% QoQ
Ownership
4.04%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#5
of 371 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in RH Over Time
Shares Held
Position Value (USD)
Derivatives in RH
reported options exposure · as of Jun 30, 2026CallValue
$428,298
CallShares
2,600
PutValue
$576,555
PutShares
3,500
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 Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $663,073,415 across 27 Specialty Retail names. RH ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
1,605,648 | $288,679,453 | |
| 2 | RH |
Rh
This page
|
763,447 | $125,762,624 | |
| 3 | MUSA |
Murphy USA Inc.
|
167,655 | $90,344,249 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
193,806 | $43,957,138 | |
| 5 | CASY |
Caseys General Stores Inc
|
34,536 | $27,448,867 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
1,010,851 | $23,380,983 | |
| 7 | WOOF |
Petco Health & Wellness Company, Inc.
|
5,577,176 | $15,169,918 | |
| 8 | ARKO |
ARKO Corp.
|
1,340,578 | $10,764,841 |
All Filings in RH
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,555 | 3,500 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $428,298 | 2,600 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $125,762,624 | 763,447 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,695,464 | 276,752 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,034,668 | 7,400 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,524,038 | 10,900 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $72,775,567 | 406,227 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $537,450 | 3,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $72,953,333 | 359,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,186,020 | 254,939 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,361,211 | 10,073 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,986,671 | 27,914 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,773,983 | 235,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,105,622 | 24,978 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,946,955 | 146,290 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,895,202 | 6,502 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,691,904 | 6,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $39,320,087 | 119,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,289,370 | 9,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,576,421 | 5,900 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $56,405,743 | 172,976 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,555,490 | 8,500 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $3,644,392 | 6,800 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $2,667,640 | 4,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $4,201,533 | 6,300 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $2,758,339 | 4,136 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,358,000 | 2,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $48,318,998 | 71,162 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $2,037,000 | 3,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $60,204,695 | 100,913 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $6,204,640 | 10,400 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $10,619,480 | 17,800 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $12,241,462 | 27,354 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $5,907,264 | 13,200 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $6,265,280 | 14,000 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $1,033,074 | 2,700 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $3,175,746 | 8,300 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $89,747,347 | 234,560 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $54,963,591 | 220,826 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $2,339,660 | 9,400 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $1,344,060 | 5,400 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $2,642,361 | 26,300 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $2,939,651 | 29,259 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $1,537,191 | 15,300 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||