RH RH
COM · Common Stock · CUSIP 74967X103 · ISIN US74967X1037
American home-furnishings company
* 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 ($3.7m this quarter). Holder counts are more reliable. Shares outstanding: 23.6m as of 2022-12-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $267.17. Options: 33 managers hold calls ($910.2m notional), 32 hold puts ($864.6m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 410 |
| Q4 2022 | 419 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $898.7m | $769.0m | 0.86 |
| Q4 2022 | $910.2m | $864.6m | 0.95 |
Biggest buyers
| D1 Capital Partners L.P. | Added | +641.0k |
| MORGAN STANLEY | Added | +352.5k |
| VIKING GLOBAL INVESTORS LP | Added | +333.6k |
| Anomaly Capital Management, LP | New | +287.3k |
| STEADFAST CAPITAL MANAGEMENT LP | Added | +203.8k |
| CITIGROUP INC | Added | +188.4k |
| GOLDMAN SACHS GROUP INC | Added | +177.6k |
| Senvest Management, LLC | New | +134.6k |
| TWINBEECH CAPITAL LP | Added | +73.7k |
| CIBC WORLD MARKETS CORP | New | +65.0k |
Biggest sellers
| Durable Capital Partners LP | Reduced | -381.1k |
| Darsana Capital Partners LP | Reduced | -350.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -168.4k |
| VANGUARD GROUP INC | Reduced | -156.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -150.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -114.5k |
| Alyeska Investment Group, L.P. | Reduced | -84.1k |
| Hitchwood Capital Management LP | Reduced | -55.0k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -43.6k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -32.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $253.3m948.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $164.7m616.4k shares |
| JANE STREET GROUP, LLC | Reduced | $70.0m262.0k shares |
| JPMORGAN CHASE & CO | Reduced | $59.4m222.2k shares |
| D. E. Shaw & Co., Inc. | Added | $53.9m201.7k shares |
| Walleye Trading LLC | Added | $35.6m133.4k shares |
| GROUP ONE TRADING LLC | Reduced | $34.7m130.0k shares |
| Balyasny Asset Management L.P. | Added | $33.7m126.3k shares |
| SIMPLEX TRADING, LLC | Added | $26.7m100.0k shares |
| IMC-Chicago, LLC | Reduced | $26.5m99.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $151.8m568.2k shares |
| CITIGROUP INC | Unchanged | $125.3m469.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $94.6m354.1k shares |
| GOLDMAN SACHS GROUP INC | New | $53.7m201.0k shares |
| JANE STREET GROUP, LLC | Added | $48.3m180.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $39.9m149.2k shares |
| JPMORGAN CHASE & CO | Reduced | $39.8m149.1k shares |
| D. E. Shaw & Co., Inc. | Added | $38.3m143.2k shares |
| IMC-Chicago, LLC | Added | $33.9m126.8k shares |
| HSBC HOLDINGS PLC | Added | $33.6m127.0k shares |
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 |
|---|---|
FRIEDMAN GARY G
13D · may seek influence
filed 2026-07-09
Stated purposeThis Amendment No. 11 to Schedule 13D relates to the common stock (the "Common Stock") of RH (the "Issuer") and amends the initial statement on Schedule 13D filed by the undersigned on February 14, 2018 (as amended on December 12, 2019, October 21, 2020, April 4, 2022, September 12, 2022, December 15, 2022, January 3, 2023, June 14, 2023, June 27, 2023, July 6, 2023 and July 14, 2023), as specifically set forth herein. Item 4 is hereby supplemented as follows: The undersigned understands that the aggregate number of shares of Common Stock outstanding as of July 8, 2026 was 18,926,221, which is an increase from the 18,394,167 shares of Common Stock that were outstanding on July 14, 2023, the date that the undersigned filed Amendment No. 10 to Schedule 13D. Additionally, over the time peri… Full filing |
23.9% |
| BlackRock, Inc. 13G · institution filed 2026-07-29 | 9.9% |
| Alyeska Investment Group, L.P. 13G · institution new · filed 2026-05-15 | 8.7% |
| SUSQUEHANNA SECURITIES, LLC 13G · institution new · filed 2025-11-13 | 5.3% |
Fell to 5% or below in the last year: Citadel Securities GP LLC (3.6%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2022
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 |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 3 | $10.2m | — |
| Q2 2022 | 0 | — | 6 | $291.1m | — |
| Q3 2022 | 0 | — | 4 | $5.2m | — |
| Q4 2022 | 0 | — | 5 | $186.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-27 | Krane Hilary K Director | Sold | $36.0k137 shares |
| 2022-12-14 | FRIEDMAN GARY G Chairman & CEO, director | Sold | $49.2m187.2k shares |
| 2022-12-13 | FRIEDMAN GARY G Chairman & CEO, director | Sold | $71.5m271.3k shares |
| 2022-12-12 | FRIEDMAN GARY G Chairman & CEO, director | Sold | $54.7m216.6k shares |
| 2022-12-06 | Chaya Eri Officer, director · By Trust | Sold | $7.7m30.0k shares |
| 2022-11-25 | Krane Hilary K Director | Sold | $37.8k137 shares |
| 2022-11-15 | Lee Edward T Officer | Sold | $657.0k2.2k shares |
| 2022-10-25 | Krane Hilary K Director | Sold | $32.4k137 shares |
| 2022-10-12 | DEMILIO MARK S Director · By Trust | Sold | $251.0k1.0k shares |
| 2022-10-06 | Chaya Eri Officer, director · By Trust | Sold | $2.7m10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 0.21% of their portfolio | 2.4m $630.6m | Unchanged |
| LONE PINE CAPITAL LLC 4.52% of their portfolio | 1.8m $473.7m | Unchanged |
| D1 Capital Partners L.P. 9.70% of their portfolio | 1.8m $473.1m | Added +641.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 1.7m $455.0m | Reduced -156.8k |
| FMR LLC 0.04% of their portfolio | 1.7m $452.1m | Reduced -5.2k |
| BlackRock Inc. 0.01% of their portfolio | 1.7m $443.9m | Added +22.3k |
| VIKING GLOBAL INVESTORS LP 1.00% of their portfolio | 748.3k $200.0m | Added +333.6k |
| Darsana Capital Partners LP 10.69% of their portfolio | 600.0k $160.3m | Reduced -350.0k |
| MORGAN STANLEY 0.02% of their portfolio | 594.6k $158.9m | Added +352.5k |
| STATE STREET CORP 0.01% of their portfolio | 523.3k $139.8m | Added +20.9k |
| Pelham Capital Ltd. 26.56% of their portfolio | 450.0k $120.2m | Added +16.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 413.2k $110.4m | Added +177.6k |
| CITIGROUP INC 0.11% of their portfolio | 305.9k $81.7m | Added +188.4k |
| STEADFAST CAPITAL MANAGEMENT LP 2.65% of their portfolio | 288.9k $77.2m | Added +203.8k |
| Anomaly Capital Management, LP 3.46% of their portfolio | 287.3k $76.8m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 258.5k $69.1m | Added +3.7k |
| Foxhaven Asset Management, LP 2.84% of their portfolio | 248.4k $66.4m | Unchanged |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 239.5k $63.3m | Added +36.4k |
| Thrivent Financial for Lutherans 0.15% of their portfolio | 222.0k $59.3m | Added +1.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 214.8k $57.4m | Reduced -150.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 193.4k $51.7m | Added +23.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 186.0k $49.7m | Added +4.6k |
| NORGES BANK 0.01% of their portfolio | 172.7k $46.2m | Reduced -14.8k |
| Durable Capital Partners LP 0.44% of their portfolio | 157.1k $42.0m | Reduced -381.1k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 155.9k $41.7m | Added +64 |
| Capital Research Global Investors 0.01% of their portfolio | 150.0k $40.1m | Added +50.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 146.4k $39.1m | Reduced -586 |
| SCHWARTZ INVESTMENT COUNSEL INC 1.77% of their portfolio | 145.7k $38.9m | Added +51.4k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 139.5k $37.3m | Reduced -324 |
| Kinetic Partners Management, LP 6.49% of their portfolio | 138.9k $37.1m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 137.2k $36.7m | Added +5.9k |
| MIG Capital, LLC 7.17% of their portfolio | 136.6k $36.5m | Reduced -13.7k |
| Senvest Management, LLC 1.22% of their portfolio | 134.6k $36.0m | New |
| Broad Run Investment Management, LLC 4.30% of their portfolio | 133.6k $35.7m | Reduced -4.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 106.4k $28.4m | Reduced -32.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 97.3k $26.0m | Added +15.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 91.8k $24.5m | Reduced -168.4k |
| TWINBEECH CAPITAL LP 0.43% of their portfolio | 83.8k $22.4m | Added +73.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 75.6k $20.2m | Reduced -2.4k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.25% of their portfolio | 71.8k $19.2m | Added +10.5k |
| STRS OHIO 0.08% of their portfolio | 70.0k $18.7m | Reduced -24.5k |
| Hound Partners, LLC 5.40% of their portfolio | 68.3k $18.3m | Added +2.3k |
| Fiera Capital Corp 0.05% of their portfolio | 65.9k $17.6m | Reduced -1.6k |
| CIBC WORLD MARKETS CORP 0.12% of their portfolio | 65.0k $17.4m | New |
| Invesco Ltd. 0.01% of their portfolio | 64.8k $17.3m | Added +24.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 62.3k $16.7m | Added +27.9k |
| BARCLAYS PLC 0.01% of their portfolio | 58.7k $15.7m | First filing |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 57.0k $15.2m | Added +2.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 52.8k $14.1m | Added +3.7k |
| Industrial Alliance Investment Management Inc. 0.37% of their portfolio | 50.4k $13.5m | Reduced -24.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 50.3k $13.4m | Added +1.2k |
| Swiss National Bank 0.01% of their portfolio | 47.6k $12.7m | Added +800 |
| Xcel Wealth Management, LLC 4.82% of their portfolio | 45.8k $12.2m | Added +10.2k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 45.4k $12.1m | Reduced -15.9k |
| North Growth Management Ltd. 2.74% of their portfolio | 45.0k $12.0m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 41.0k $11.0m | Added +3.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 40.2k $10.8m | Reduced -517 |
| SCP Investment, LP 10.29% of their portfolio | 40.0k $10.7m | Reduced -27.5k |
| Twin Tree Management, LP 0.32% of their portfolio | 38.5k $10.3m | Added +33.7k |
| J.P. Morgan Private Wealth Advisors LLC 0.02% of their portfolio | 37.3k $10.0m | Added +1.4k |
| Alyeska Investment Group, L.P. 0.10% of their portfolio | 37.0k $9.9m | Reduced -84.1k |
| Legal & General Group Plc 0.00% of their portfolio | 36.8k $9.8m | Reduced -354 |
| Retirement Systems of Alabama 0.04% of their portfolio | 36.7k $9.8m | Reduced -843 |
| LOCUST WOOD CAPITAL ADVISERS, LLC 0.68% of their portfolio | 36.5k $9.8m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 34.0k $9.1m | Reduced -1.2k |
| Nixon Capital, LLC 6.06% of their portfolio | 33.5k $8.9m | Reduced -1.7k |
| Hodges Capital Management Inc. 0.79% of their portfolio | 33.4k $8.9m | Added +13.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 33.4k $8.9m | Added +92 |
| Engle Capital Management, L.P. 3.97% of their portfolio | 33.0k $8.8m | Reduced -5.0k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 32.8k $8.8m | Added +30.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 32.6k $8.7m | Reduced -662 |
| DEEPWATER ASSET MANAGEMENT, LLC 4.92% of their portfolio | 32.5k $8.7m | First filing |
| Stone House Capital Management, LLC 5.64% of their portfolio | 32.0k $8.6m | Unchanged |
| CRAMER ROSENTHAL MCGLYNN LLC 0.36% of their portfolio | 30.8k $8.2m | Added +4.7k |
| BAMCO INC /NY/ 0.03% of their portfolio | 30.7k $8.2m | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio | 30.0k $8.0m | Reduced -1.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.8k $8.0m | Reduced -5.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 29.2k $7.8m | Reduced -518 |
| Nantahala Capital Management, LLC 0.70% of their portfolio | 28.8k $7.7m | Reduced -26.9k |
| Forest Avenue Capital Management LP 8.07% of their portfolio | 28.4k $7.6m | First filing |
| Lodge Hill Capital, LLC 2.72% of their portfolio | 27.5k $7.3m | Added +10.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 27.2k $7.3m | Added +588 |
| MAPLELANE CAPITAL, LLC 2.42% of their portfolio | 27.0k $7.2m | New |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 27.0k $7.2m | New |
| WEYBOSSET RESEARCH & MANAGEMENT LLC 2.70% of their portfolio | 26.1k $7.0m | Added +145 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 24.8k $6.6m | Reduced -32 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 21.8k $5.8m | Added +4.0k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 21.3k $5.7m | Added +1.8k |
| Hitchwood Capital Management LP 1.57% of their portfolio | 20.0k $5.3m | Reduced -55.0k |
| Davidson Kempner Capital Management LP 0.11% of their portfolio | 19.8k $5.3m | Not comparable |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 19.7k $5.3m | Reduced -3.2k |
| Allegheny Financial Group 2.14% of their portfolio | 19.1k $5.1m | Reduced -3.6k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 18.8k $5.0m | Added +101 |
| Artemis Investment Management LLP 0.05% of their portfolio | 18.1k $4.8m | New |
| Jump Financial, LLC 0.25% of their portfolio | 17.6k $4.7m | Added +11.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 17.4k $4.7m | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.08% of their portfolio | 16.9k $4.5m | Reduced -8.3k |
| AMALGAMATED BANK 0.04% of their portfolio | 16.9k $4.5m | Added +2.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 16.8k $4.5m | Added +2.6k |
| STADIUM CAPITAL MANAGEMENT LLC 3.04% of their portfolio | 16.7k $4.5m | Reduced -8.3k |