What smart money is saying about Ross Stores
ROST
No fund has written a full thesis on Ross Stores in our archive, but 5 fund letters report a position in it — most recently Acatis in September 2026.
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5
Reported positions
0
Bought
2
Sold
7
Letters
Position history
Between Q1 2025 and Q3 2026, 5 fund letters reported a position in Ross Stores — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 1 | 0 |
Fund activity · 5 positions · 2 moves
- HoldsAcatisSeptember 2026
“Ross Stores (-9.8%): Despite a double beat (unexpectedly high sales revenues and profi ts) in the second quarter, the share price fell because consumers became more reticent in August (as everywhere else in the US).”
Ross Stores - TrimmedNexus Investment Management ULCSeptember 2026
“We also trimmed Ross Stores.”
Ross Stores - June 2026
Listed in Jensen Quality Mid Cap Composite’s reported holdings.
Ross Stores - September 2025
“Ross Stores Inc. is an off-price retailer of apparel and home fashion.”
Ross Stores - March 2025
“Sold Ross Stores, Inc. ROST Consumer Discretionary We exited Ross Stores in favor of other stocks that we believe have greater upside potential.”
Ross Stores
Also mentioned · 2
These funds discuss Ross Stores — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Ross Stores Inc., an off-price retailer of apparel and home fashions, lost -2%.”
Ross Stores - March 2026
“Ross Stores Inc. saw its shares advance 21% over the quarter after reporting outstanding results.”
Ross Stores
Read the letters behind these Ross Stores positions
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