Boston Partners

Position in WSM — Williams Sonoma Inc

CIK 1386060 BOSTON, MA

Position in WSM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$336,350,478

+$112,388,889 QoQ

Shares Held

1,442,945

+17.5% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#17

of 1,001 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Cyclical · as of Jun 30, 2026

Boston Partners holds $692,887,375 across 7 Specialty Retail names. WSM ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	1,442,945	$336,350,478
2	MUSA	Murphy USA Inc.	561,246	$302,438,630
3	EYE	National Vision Holdings, Inc.	2,247,894	$42,732,464
4	ULTA	Ulta Beauty, Inc.	18,320	$8,261,953
5	ASO	Academy Sports & Outdoors, Inc.	58,860	$2,774,071
6	BARK	Bark, Inc.	33,044	$329,779
7			76,540	$0

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,350,478	1,442,945	+17.5%	Shares	Defined	2026-08-04
2026-03-31	$223,961,589	1,228,331	-4.2%	Shares	Other	2026-05-11
2025-12-31	$229,001,848	1,282,277	-1.7%	Shares	Defined	2026-02-13
2025-09-30	$254,995,208	1,304,657	+99873.7%	Shares	Other	2025-11-13
2021-12-31	$220,714	1,305	-14.7%	Shares	Other	2022-02-04
2021-09-30	$271,137	1,529	-13.5%	Shares	Other	2021-11-05
2021-06-30	$282,261	1,768	-99.7%	Shares	Other	2021-08-12
2021-03-31	$103,603,224	578,143	-44.9%	Shares	Defined	2021-05-10
2020-12-31	$106,924,869	1,049,930	-4.6%	Shares	Other	2021-02-10
2020-09-30	$99,505,975	1,100,243	-5.5%	Shares	Defined	2020-11-13
2020-06-30	$95,449,715	1,163,879	+109.7%	Shares	Other	2020-08-12
2020-03-31	$23,601,829	555,076	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.