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What smart money is saying about Oxford Industries, Inc.United States flag

OXM · Consumer Cyclical · Apparel - Manufacturers · Market cap $559M

1 fund in our archive has pitched Oxford Industries, Inc., most recently SouthernSun Small Cap in December 2024.

Company profile

Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of lifestyle and other brands worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as footwear and children's apparel and swimwear under the Lilly Pulitzer brand; and men's shirts, pants, shorts, outerwear, ties, swimwear, footwear, and accessories, as well as women and youth products under the Southern Tide brand. It also designs, sources, markets, and distributes premium childrenswear, including bonnets, hats, apparel, swimwear, and accessories through thebeaufortbonnetcompany.com and wholesale specialty retailers; men's apparel, which include pants, shorts, and tops through duckhead.com and wholesale specialty retailers. In addition, the company licenses Tommy Bahama brand for various products, such as indoor and outdoor furniture, beach chairs, bedding and bath linens, fabrics, leather goods and gifts, headwear, hosiery, sleepwear, shampoo, toiletries, fragrances, cigar accessories, distilled spirits, and other products; Lilly Pulitzer for stationery and gift products, home furnishing products, and eyewear; and Southern Tide trademark for bed and bath product. Oxford Industries, Inc. offers products through its retail stores, department stores, specialty stores, multi-branded e-commerce retailers, off-price retailers, and other retailers, as well as e-commerce sites. As of January 29, 2022, it operated 186 brand-specific full-price retail stores; 21 Tommy Bahama food and beverage locations; and 35 Tommy Bahama outlet stores. Oxford Industries, Inc. was founded in 1942 and is headquartered in Atlanta, Georgia.

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Summarize with Warren AI
2
Reported positions
0
Bought
2
Sold
3
Letters

Position history

Between Q4 2024 and Q3 2025, 2 fund letters reported a position in Oxford Industries, Inc., with 2 sells (trimmed or exited).

Fund letters reporting a position in Oxford Industries, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20251010
Q2 20251010
Q4 20240001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 2 moves

  • September 2025
    “We exited positions in GoodRx and Ultragenyx Pharmaceutical in the health care sector, Oxford Industries in the consumer discretionary sector, Anterix in the communication services sector, Wabash National in the industrials sector, ASGN in the IT sector and LXP Industrial Trust in the real estate sector.”
    Oxford Industries, Inc.
  • June 2025
    “During the second quarter of 2025, we fully exited Oxford Industries, Inc. (OXM) and initiated a new position in MSA Safety (MSA) in the Small Cap Strategy. Oxford Industries, Inc. (OXM) was one of the largest detractors in the second quarter.”
    Oxford Industries, Inc.

Fund coverage · 1 thesis

  • Oxford Industries, Inc. is a growth-oriented company with a strong portfolio of high-margin clothing brands, demonstrating effective management and opportunities for continued expansion through both organic growth and acquisitions.

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