What smart money is saying about Ollie's Bargain Outlet Holdings Inc
2 funds in our archive have pitched Ollie's Bargain Outlet Holdings Inc, most recently Artisan U.S. Small-Cap Growth Strategy in March 2026.
Ollie's Bargain Outlet Holdings, Inc. operates as a leading discount retailer, offering a wide variety of brand-name goods. The company's diverse inventory includes home essentials such as housewares, bed and bath products, and floor coverings, as well as food items, health and beauty aids, books, stationery, toys, and electronics. Additionally, they stock hardware, confectionery, apparel, sporting goods, pet supplies, and lawn and garden items. Ollie's markets its products under various proprietary labels, including Ollie's, Ollie's Bargain Outlet, Good Stuff Cheap, Ollie's Army, Real Brands Real Cheap!, Real Brands! Real Bargains, Sarasota Breeze, Steelton Tools, American Way, and Middleton Home. As of August 3, 2022, the company maintained 450 retail locations across 29 states, covering approximately half of the United States. Established in 1982, the business was initially known as Bargain Holdings, Inc., before officially adopting the name Ollie's Bargain Outlet Holdings, Inc. in March 2015. Its corporate headquarters are situated in Harrisburg, Pennsylvania.
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Position history
Between Q2 2025 and Q2 2026, 6 fund letters reported a position in Ollie's Bargain Outlet Holdings Inc, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 2 moves
- June 2026
“Ollie's Bargain Outlet, a specialty retailer for closeouts, excess inventory, and salvage merchandise, declined -17%. The company reported better-than-feared first-quarter revenue, but near-term macroeconomic uncertainty continued to weigh on its stock, prompting us to trim our position as a result.”
Ollie's Bargain Outlet Holdings Inc “Ollie’s Bargain Outlet, an extreme value retailer, faltered this quarter despite healthy earnings growth.”
Ollie's Bargain Outlet Holdings Inc- December 2025
Listed in Wasatch Small Cap Growth Fund’s reported holdings.
Ollie's Bargain Outlet Holdings Inc - December 2025
“Ollie’s Bargain Outlet Holdings, Inc. 2.9%”
Ollie's Bargain Outlet Holdings Inc - New positionArtisan US Small Cap Growth StrategySeptember 2025
“Portfolio Activity During the quarter, we initiated new GardenSM positions in Cognex, Waystar and Ollie's Bargain Outlet.”
Ollie's Bargain Outlet Holdings Inc - June 2025
“CORE GROWTH FUND — TOP 10 HOLDINGS AS OF MARCH 31, 2025 Percent of Security Name Net Assets HealthEquity, Inc. 4.2% Casella Waste Systems, Inc., Class A 3.7% Shift4 Payments, Inc. 3.2% Paylocity Holding Corp. 2.9% Kadant, Inc. 2.8% Morningstar, Inc. 2.7% Valvoline, Inc. 2.7% Ollie’s Bargain Outlet Holdings, Inc. 2.7%”
Ollie's Bargain Outlet Holdings Inc
Also mentioned · 1
These funds discuss Ollie's Bargain Outlet Holdings Inc as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedHL Global Small Companies EquityMarch 2026
Named in a table in HL Global Small Companies Equity’s letter.
Ollie's Bargain Outlet Holdings Inc
Fund coverage · 2 theses
- Artisan U.S. Small-Cap Growth StrategyMarch 2026
Ollie's Bargain Outlet Holdings Inc is a scale closeout retailer with accelerating comps, a long unit growth runway, and improving deal flow and terms as peers exit.
Read the full thesis - Artisan US Small Cap Growth StrategySeptember 2025
Ollie’s Bargain Outlet is a discount retailer benefiting from structural tailwinds and favorable trends, with a thriving loyalty program and a commitment to operational improvement for long-term growth.
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