What smart money is saying about Tapestry
TPR
No fund has written a full thesis on Tapestry in our archive, but 3 fund letters report a position in it — most recently Malborough US Focus Fund in September 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q3 2025 and Q3 2026, 3 fund letters reported a position in Tapestry — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 2 | 1 | 0 | 0 |
Fund activity · 3 positions · 1 move
- September 2026
“Luxury fashion group Tapestry was our weakest performer in August, despite reporting operating results that exceeded expectations, with continued demand for its Coach brand and from international markets.”
Tapestry - September 2025
“Portfolio stock selection was a positive (+240 bps) in the quarter led by Intel, Seagate Technology, and Tapestry.”
Tapestry - September 2025
“Tapestry (TPR; 2.64%**) highlighted in consumer discretionary as its stock rose nicely after reporting better-than-expected earnings and raised its full- year revenue and profit outlook due in part to its Coach brand as well as the company’s ability to manage the impact from tariffs and focus on direct-to-consumer and digital growth.”
Tapestry
Read the letters behind these Tapestry positions
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