What smart money is saying about Marriott Vacations Worldwide
VAC
No fund has written a full thesis on Marriott Vacations Worldwide in our archive, but 2 fund letters report a position in it — most recently Hotchkis & Wiley Mid‑Cap Value Strategy in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Marriott Vacations Worldwide on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsHotchkis & Wiley Mid‑Cap Value StrategyJune 2026
“The stock outperformed this quarter as results topped low Street expectations, management maintained full-year guidance while raising its contract-sales outlook, and free cash flow generation remained strong.”
Read the letterMarriott Vacations Worldwide - HoldsBaron Real Estate Income FundJune 2026
“Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.”
Read the letterMarriott Vacations Worldwide
Read the letters behind these Marriott Vacations Worldwide positions
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