DULUTH HLDGS INC DLTH
COM CL B · Common Stock · CUSIP 26443V101
- SectorConsumer discretionary
- IndustryRetail-Apparel & Accessory Stores
- HeadquartersMount Horeb, WI
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($101.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.47. Options: 3 managers hold calls ($451.6k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 91 |
| Q4 2022 | 92 |
| Q1 2023 | 95 |
| Q2 2023 | 80 |
| Q3 2023 | 74 |
| Q4 2023 | 78 |
| Q1 2024 | 72 |
| Q2 2024 | 83 |
| Q3 2024 | 67 |
| Q4 2024 | 61 |
| Q1 2025 | 56 |
| Q2 2025 | 58 |
| Q3 2025 | 57 |
| Q4 2025 | 55 |
| Q1 2026 | 59 |
| Q2 2026 | 61 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 28 | 38 |
| Q4 2024 | 22 | 33 |
| Q1 2025 | 10 | 32 |
| Q2 2025 | 14 | 23 |
| Q3 2025 | 20 | 24 |
| Q4 2025 | 11 | 29 |
| Q1 2026 | 30 | 17 |
| Q2 2026 | 27 | 28 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $365.4k | $62.0k | 0.17 |
| Q4 2025 | $11.6k | $208 | 0.02 |
| Q1 2026 | $1.9k | $11.1k | 5.83 |
| Q2 2026 | $451.6k | $0 | 0.00 |
Biggest buyers
| Informed Momentum Co LLC | New | +229.9k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +174.5k |
| RENAISSANCE TECHNOLOGIES LLC | New | +88.9k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +48.0k |
| YARGER WEALTH STRATEGIES, LLC | Added | +42.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +26.8k |
| Composition Wealth, LLC | New | +26.7k |
| Squarepoint Ops LLC | New | +24.1k |
| Quadrature Capital Ltd | New | +23.9k |
| Centiva Capital, LP | Added | +17.4k |
Biggest sellers
| BLAIR WILLIAM & CO/IL | Reduced | -62.8k |
| HRT FINANCIAL LP | Sold out | -47.4k |
| SEI INVESTMENTS CO | Reduced | -45.2k |
| CITADEL ADVISORS LLC | Reduced | -42.3k |
| JANE STREET GROUP, LLC | Reduced | -41.7k |
| Tieton Capital Management, LLC | Reduced | -20.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -20.3k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -18.5k |
| NORTHERN TRUST CORP | Reduced | -15.6k |
| BRAVE ASSET MANAGEMENT INC | Sold out | -14.0k |
Biggest calls
| CITADEL ADVISORS LLC | New | $375.9k83.9k shares |
| GROUP ONE TRADING LLC | New | $67.6k15.1k shares |
| SIMPLEX TRADING, LLC | Added | $8.1k1.8k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SCHLECHT STEPHEN L. 13G · exempt (held before listing) -1.6 pts · filed 2026-02-13 | 28.5% |
PUGLIESE STEPHANIE L.
13D · may seek influence
-0.5 pts · filed 2026-05-14
Stated purposeIn accordance with the terms of the Agreement, 387,097 shares of Common Stock vested on May 5, 2026. Ms. Pugliese elected to have the Issuer withhold 181,935 of such shares to satisfy tax withholding obligations. Full filing |
6.8% |
Fell to 5% or below in the last year: ASKELADDEN CAPITAL MANAGEMENT LLC (4.9%, 2026-08-07)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 3 | $141.3k | 0 | — | — |
| Q3 2025 | 1 | $35.0k | 0 | — | — |
| Q4 2025 | 1 | $62.5k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Madison Asset Management, LLC 0.04% of their portfolio | 762.8k $3.4m | Unchanged |
| Tieton Capital Management, LLC 0.94% of their portfolio | 726.5k $3.3m | Reduced -20.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 655.0k $2.9m | Added +7.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 562.8k $2.5m | Reduced -18.5k |
| BlackRock, Inc. 0.00% of their portfolio | 375.3k $1.7m | Reduced -8.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 318.3k $1.4m | Reduced -45.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 287.6k $1.3m | Added +48.0k |
| Informed Momentum Co LLC 0.09% of their portfolio | 229.9k $1.0m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 212.2k $945.0k | Added +174.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 170.3k $762.9k | Added +14.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 166.9k $748.1k | Reduced -20.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 101.0k $452.5k | Reduced -9.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 90.0k $403.1k | Added +580 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 88.9k $398.3k | New |
| YARGER WEALTH STRATEGIES, LLC 0.11% of their portfolio | 75.0k $302.1k | Added +42.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 71.3k $319.4k | Added +15.3k |
| STATE STREET CORP 0.00% of their portfolio | 63.3k $283.4k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 61.9k $277.5k | Reduced -41.7k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 57.2k $256.0k | Added +7.0k |
| UBS Group AG 0.00% of their portfolio | 54.9k $245.7k | Added +2.7k |
| Centiva Capital, LP 0.01% of their portfolio | 53.6k $240.3k | Added +17.4k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 50.8k $227.4k | Reduced -62.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 50.5k $226.4k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 44.1k $197.7k | Reduced -11.7k |
| Taylor & Morgan Wealth Management, LLC 0.09% of their portfolio | 43.0k $192.6k | Reduced -7.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 40.1k $179.7k | Added +26.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 39.6k $177.9k | Unchanged |
| IRONWOOD INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 35.8k $160.3k | Added +2 |
| MORGAN STANLEY 0.00% of their portfolio | 35.4k $158.7k | Added +2.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 35.3k $158.2k | Reduced -15.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 27.7k $124.1k | Reduced -11 |
| Composition Wealth, LLC 0.00% of their portfolio | 26.7k $119.5k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 24.1k $108.1k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 23.9k $107.1k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 22.9k $102.4k | Reduced -42.3k |
| Empowered Funds, LLC 0.00% of their portfolio | 22.6k $101.2k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 17.4k $77.8k | New |
| Virtu Financial LLC 0.00% of their portfolio | 17.1k $77.0k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 16.8k $75.5k | Reduced -283 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 0.02% of their portfolio | 13.6k $60.7k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 13.2k $59.0k | Added +10.7k |
| AXQ CAPITAL, LP 0.01% of their portfolio | 10.6k $47.4k | New |
| Madison Wealth Partners, Inc 0.01% of their portfolio | 10.0k $44.8k | Unchanged |
| FMR LLC 0.00% of their portfolio | 5.0k $22.2k | Added +5.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.6k $20.7k | Unchanged |
| Financial Management Professionals, Inc. 0.00% of their portfolio | 3.4k $15.5k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 910 $4.1k | New |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio | 800 $3.6k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 658 $2.9k | Reduced -2.0k |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 500 $2.2k | Reduced -100 |
| Princeton Global Asset Management LLC 0.00% of their portfolio | 500 $2.2k | Reduced -1.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 320 $1.4k | Reduced -1 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 300 $1.3k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 271 $1.2k | Added +71 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 253 $1.1k | Reduced -2.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 251 $1.1k | Reduced -6 |
| Allworth Financial LP 0.00% of their portfolio | 125 $560 | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 100 $448 | Unchanged |
| RMG Wealth Management LLC 0.00% of their portfolio | 24 $95 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 19 $0 | Added +1 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 5 $22 | Unchanged |