What smart money is saying about BJ's Wholesale Club Holdings, Inc.
BJ
No fund has written a full thesis on BJ's Wholesale Club Holdings, Inc. in our archive, but 4 fund letters report a position in it — most recently Royal London AM US Equity Fund (IRL) in June 2026.
4
Reported positions
0
Bought
4
Sold
4
Letters
Position history
Every position in BJ's Wholesale Club Holdings, Inc. on record in the archive was reported in Q2 2026, across 4 fund letters — 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 4 | 0 |
Fund activity · 4 positions · 4 moves
- TrimmedRoyal London AM US Equity Fund (IRL)June 2026
“Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
Read the letterBJ's Wholesale Club Holdings, Inc. - TrimmedRoyal London AM Global Equity Diversified Fund (IRL)June 2026
“Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, and BJ's Wholesale Club where we believe capital can be allocated more effectively elsewhere.”
Read the letterBJ's Wholesale Club Holdings, Inc. - TrimmedRoyal London AM Global Equity Diversified FundJune 2026
“Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
Read the letterBJ's Wholesale Club Holdings, Inc. - TrimmedRoyal London AM Royal London US Equity TrustJune 2026
“Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
Read the letterBJ's Wholesale Club Holdings, Inc.
Read the letters behind these BJ's Wholesale Club Holdings, Inc. positions
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