JACOBS LEVY EQUITY MANAGEMENT, INC
Position in WSM — Williams Sonoma Inc
CIK 884414
FLORHAM PARK, NJ
Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$96,678,476
-$9,272,898 QoQ
Shares Held
530,239
-10.6% QoQ
Ownership
0.450%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 71.93529710187293.ToString("F0")%
Shared 0.ToString("F0")%
None 28.06470289812707.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $304,488,577 across 12 Specialty Retail names. WSM ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
530,239 | $96,678,476 | |
| 2 | BBY |
Best Buy Co Inc
|
1,194,790 | $76,705,518 | |
| 3 | FIVE |
Five Below, Inc
|
192,911 | $44,076,305 | |
| 4 | WINA |
Winmark Corp
|
96,419 | $41,223,943 | |
| 5 | RH |
Rh
|
248,432 | $34,735,762 | |
| 6 | ARKO |
ARKO Corp.
|
734,899 | $4,086,038 | |
| 7 | ARHS |
Arhaus, Inc.
|
284,780 | $1,930,808 | |
| 8 | CASY |
Caseys General Stores Inc
|
2,009 | $1,462,270 |
All Filings in WSM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,678,476 | 530,239 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,951,374 | 593,266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $106,410,211 | 544,437 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $102,117,032 | 625,066 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $71,443,967 | 451,891 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,290 | 1,168 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $160,536,779 | 1,036,256 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,475,682 | 244,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,952,968 | 12,301 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||