What smart money is saying about Wayfair
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No fund has written a full thesis on Wayfair in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments Growth Strategy in June 2026.
2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Wayfair 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
- HoldsClearBridge Investments Growth StrategyJune 2026
“In consumer discretionary, Viking benefited from healthy demand for its river cruises and easing concerns over fuel costs, while Wayfair was supported by strong intra-quarter data showing continued share gains.”
Read the letterWayfair - HoldsOptimist FundJune 2026
“Wayfair — Another strong quarter: high-single-digit revenue growth and material EBITDA expansion.”
Read the letterWayfair
Read the letters behind these Wayfair positions
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