What smart money is saying about OneSpaWorld Holdings, Ltd.
OSW
No fund has written a full thesis on OneSpaWorld Holdings, Ltd. in our archive, but 5 fund letters report a position in it, most recently Ariel Investments Small Cap Value Strategy in September 2026.
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5
Reported positions
0
Bought
0
Sold
5
Letters
Position history
Between Q1 2026 and Q3 2026, 5 fund letters reported a position in OneSpaWorld Holdings, Ltd., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 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 · 5 positions
- September 2026
“Wellness services provider for cruise ships and destination resorts, OneSpaWorld Holdings Ltd. (OSW), traded lower despite reporting better-than-expected results and raising full- year guidance.”
OneSpaWorld Holdings, Ltd. - September 2026
“TOP 10 HOLDINGS (%)* Cardinal Infrastructure Group, Inc. 3.06 Ouster, Inc. 2.94 Ambiq Micro, Inc. 2.56 OneSpaWorld Holdings, Ltd. 2.42 WisdomTree, Inc.”
OneSpaWorld Holdings, Ltd. - September 2026
“Our Consumer Discretionary positioning was the biggest detractor across all of the domestic value portfolios during the period. More specifically, Norwegian Cruise Line Holdings Ltd. (NCLH) and OneSpaWorld Holdings, Ltd. (OSW) were a couple of our holdings that were most sensitive to a waning consumer.”
OneSpaWorld Holdings, Ltd. - June 2026
“1 OneSpaWorld Holdings, Ltd. Consumer Discretionary 5.70 2 Affiliated Managers Group, Inc.”
OneSpaWorld Holdings, Ltd. - March 2026
“OneSpaWorld Holdings Ltd. (OSW), also advanced following an earnings beat driven by solid revenue growth, improving profitability and continued momentum across its cruise and resort platform.”
OneSpaWorld Holdings, Ltd.
Read the letters behind these OneSpaWorld Holdings, Ltd. positions
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