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 ($4.2m this quarter). Holder counts are more reliable. Shares outstanding: 22.0m as of 2023-03-24, 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 ≈ $243.53. Options: 41 managers hold calls ($820.5m notional), 32 hold puts ($876.4m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 410 |
| Q4 2022 | 419 |
| Q1 2023 | 406 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 177 | 199 |
| Q1 2023 | 179 | 221 |
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 |
| Q1 2023 | $820.5m | $876.4m | 1.07 |
Biggest buyers
| FMR LLC | Added | +2.3m |
| Atreides Management, LP | New | +698.6k |
| Balyasny Asset Management L.P. | New | +164.7k |
| BANK OF AMERICA CORP /DE/ | Added | +147.3k |
| Senvest Management, LLC | Added | +130.5k |
| Anomaly Capital Management, LP | Added | +114.6k |
| Point72 Asset Management, L.P. | New | +106.5k |
| CITADEL ADVISORS LLC | Added | +104.5k |
| Bank of New York Mellon Corp | Added | +91.3k |
| PECONIC PARTNERS LLC | New | +88.1k |
Biggest sellers
| Berkshire Hathaway Inc | Sold out | -2.4m |
| D1 Capital Partners L.P. | Reduced | -1.1m |
| VIKING GLOBAL INVESTORS LP | Sold out | -748.3k |
| Thrivent Financial for Lutherans | Reduced | -217.1k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -214.8k |
| Pelham Capital Ltd. | Reduced | -200.7k |
| CITIGROUP INC | Reduced | -157.0k |
| Darsana Capital Partners LP | Reduced | -100.0k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -94.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -81.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $157.8m647.9k shares |
| CITADEL ADVISORS LLC | Reduced | $141.7m582.0k shares |
| JANE STREET GROUP, LLC | Added | $79.3m325.6k shares |
| IMC-Chicago, LLC | Added | $53.7m220.4k shares |
| SIMPLEX TRADING, LLC | Added | $42.2m173.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $42.0m172.5k shares |
| JPMORGAN CHASE & CO | Reduced | $32.5m133.3k shares |
| Walleye Trading LLC | Reduced | $32.1m132.0k shares |
| Candlestick Capital Management LP | New | $29.2m120.0k shares |
| Pelham Capital Ltd. | New | $28.7m118.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $164.3m674.4k shares |
| CITADEL ADVISORS LLC | Reduced | $133.4m547.6k shares |
| JPMORGAN CHASE & CO | Added | $79.4m326.2k shares |
| JANE STREET GROUP, LLC | Added | $73.7m302.7k shares |
| SIMPLEX TRADING, LLC | Added | $68.6m281.5k shares |
| CITIGROUP INC | Reduced | $68.0m279.0k shares |
| IMC-Chicago, LLC | Added | $59.7m245.1k shares |
| HSBC HOLDINGS PLC | Added | $53.0m219.8k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $37.8m155.3k shares |
| GROUP ONE TRADING LLC | Reduced | $23.9m98.3k 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 4 | $4.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-27 | Krane Hilary K Director | Sold | $42.0k137 shares |
| 2023-01-25 | Krane Hilary K Director | Sold | $41.3k137 shares |
| 2023-01-12 | Belling Keith Director | Sold | $159.8k500 shares |
| 2023-01-11 | Preston Jack M CHIEF FINANCIAL OFFICER | Sold | $3.2m10.0k shares |
| 2023-01-11 | Belling Keith Director | Sold | $314.6k1.0k shares |
| 2023-01-10 | DEMILIO MARK S Director · By Trust | Sold | $612.8k2.0k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.04% of their portfolio | 4.0m $965.3m | Added +2.3m |
| LONE PINE CAPITAL LLC 4.00% of their portfolio | 1.8m $431.8m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 1.7m $406.6m | Reduced -33.6k |
| BlackRock Inc. 0.01% of their portfolio | 1.6m $394.4m | Reduced -42.0k |
| Atreides Management, LP 6.04% of their portfolio | 698.6k $170.1m | New |
| D1 Capital Partners L.P. 2.98% of their portfolio | 649.6k $158.2m | Reduced -1.1m |
| MORGAN STANLEY 0.01% of their portfolio | 526.0k $128.1m | Reduced -68.6k |
| STATE STREET CORP 0.01% of their portfolio | 520.3k $126.7m | Reduced -2.9k |
| Darsana Capital Partners LP 8.20% of their portfolio | 500.0k $121.8m | Reduced -100.0k |
| Anomaly Capital Management, LP 4.31% of their portfolio | 401.9k $97.9m | Added +114.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 331.6k $80.8m | Reduced -81.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 277.3k $67.5m | Added +91.3k |
| Foxhaven Asset Management, LP 2.43% of their portfolio | 276.3k $67.3m | Added +27.9k |
| STEADFAST CAPITAL MANAGEMENT LP 1.97% of their portfolio | 269.0k $65.5m | Reduced -19.9k |
| Senvest Management, LLC 2.35% of their portfolio | 265.0k $64.6m | Added +130.5k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 264.0k $63.7m | Added +24.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 260.2k $63.4m | Added +1.8k |
| Pelham Capital Ltd. 22.85% of their portfolio | 249.3k $60.7m | Reduced -200.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 244.6k $59.6m | Added +147.3k |
| SCHWARTZ INVESTMENT COUNSEL INC 2.22% of their portfolio | 208.7k $50.8m | Added +63.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 196.8k $47.9m | Added +3.4k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 191.5k $46.6m | Added +35.6k |
| Durable Capital Partners LP 0.39% of their portfolio | 171.1k $41.7m | Added +14.0k |
| NORGES BANK 0.01% of their portfolio | 170.7k $41.6m | Reduced -2.1k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 164.7k $40.1m | New |
| Kinetic Partners Management, LP 5.05% of their portfolio | 151.1k $36.8m | Added +12.2k |
| Capital Research Global Investors 0.01% of their portfolio | 150.0k $36.5m | Unchanged |
| CITIGROUP INC 0.05% of their portfolio | 148.9k $36.3m | Reduced -157.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 143.8k $35.0m | Reduced -2.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 139.8k $34.0m | Added +2.6k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 139.5k $34.0m | Reduced -86 |
| Broad Run Investment Management, LLC 3.86% of their portfolio | 132.8k $32.4m | Reduced -725 |
| MIG Capital, LLC 4.56% of their portfolio | 108.3k $26.4m | Reduced -28.4k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 106.5k $25.9m | New |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 104.6k $25.5m | Added +104.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 103.1k $25.1m | Added +11.3k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 1.34% of their portfolio | 88.1k $21.5m | Added +51.6k |
| PECONIC PARTNERS LLC 1.58% of their portfolio | 88.1k $27.9m | New |
| Stone House Capital Management, LLC 13.31% of their portfolio | 80.0k $19.5m | Added +48.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 74.0k $18.0m | Reduced -1.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 73.6k $17.9m | Added +39.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.21% of their portfolio | 70.4k $17.1m | Reduced -1.4k |
| J. Goldman & Co LP 0.98% of their portfolio | 69.4k $16.9m | New |
| Xcel Wealth Management, LLC 5.11% of their portfolio | 59.7k $14.5m | Added +13.8k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 58.9k $14.3m | Added +21.9k |
| Hound Partners, LLC 3.57% of their portfolio | 58.2k $14.2m | Reduced -10.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 55.6k $13.5m | Reduced -1.4k |
| SCP Investment, LP 12.98% of their portfolio | 55.0k $13.4m | Added +15.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 55.0k $13.4m | Added +9.5k |
| TWINBEECH CAPITAL LP 0.27% of their portfolio | 54.7k $13.3m | Reduced -29.0k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 53.3k $13.0m | New |
| BAMCO INC /NY/ 0.04% of their portfolio | 52.6k $12.8m | Added +21.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 51.0k $12.4m | Reduced -1.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 51.0k $12.4m | Reduced -11.3k |
| Engle Capital Management, L.P. 3.99% of their portfolio | 50.0k $12.2m | Added +17.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 47.6k $11.6m | Added +25.9k |
| J.P. Morgan Private Wealth Advisors LLC 0.02% of their portfolio | 46.7k $11.4m | Added +9.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 46.0k $11.2m | Reduced -4.3k |
| JAT Capital Mgmt LP 3.12% of their portfolio | 43.0k $10.5m | New |
| DEEPWATER ASSET MANAGEMENT, LLC 4.92% of their portfolio | 42.6k $10.4m | Added +10.1k |
| DAVIDSON KEMPNER PARTNERS 0.26% of their portfolio | 42.2k $10.3m | First filing |
| Davidson Kempner Capital Management LP 0.21% of their portfolio | 42.2k $10.3m | Added +22.4k |
| Swiss National Bank 0.01% of their portfolio | 40.9k $10.0m | Reduced -6.7k |
| Eisler Capital (US) LLC 4.98% of their portfolio | 40.5k $9.9m | Added +35.5k |
| Legal & General Group Plc 0.00% of their portfolio | 36.8k $9.0m | Added +34 |
| Nantahala Capital Management, LLC 0.84% of their portfolio | 36.1k $8.8m | Added +7.3k |
| Retirement Systems of Alabama 0.04% of their portfolio | 35.8k $8.7m | Reduced -920 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 35.4k $8.6m | Added +6.3k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 34.6k $8.4m | Added +31.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 34.6k $8.4m | Added +17.7k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.38% of their portfolio | 34.3k $8.4m | Added +3.5k |
| Nixon Capital, LLC 4.91% of their portfolio | 34.2k $8.3m | Added +778 |
| California Public Employees Retirement System 0.01% of their portfolio | 34.0k $8.3m | Reduced -6.2k |
| BURNEY CO/ 0.41% of their portfolio | 33.9k $8.2m | New |
| Invesco Ltd. 0.00% of their portfolio | 32.0k $7.8m | Reduced -32.8k |
| North Growth Management Ltd. 1.65% of their portfolio | 32.0k $7.8m | Reduced -13.0k |
| TUDOR INVESTMENT CORP ET AL 0.14% of their portfolio | 29.4k $7.2m | New |
| WORLD EQUITY GROUP, INC. 0.05% of their portfolio | 29.4k $306.9k | Added +27.5k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio | 28.9k $7.0m | Reduced -1.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.2k $6.9m | Reduced -5.2k |
| STADIUM CAPITAL MANAGEMENT LLC 4.61% of their portfolio | 27.9k $6.8m | Added +11.2k |
| Jump Financial, LLC 0.27% of their portfolio | 27.4k $6.7m | Added +9.8k |
| Squarepoint Ops LLC 0.05% of their portfolio | 27.3k $6.6m | New |
| BARCLAYS PLC 0.01% of their portfolio | 26.7k $6.5m | Reduced -32.0k |
| WEYBOSSET RESEARCH & MANAGEMENT LLC 2.46% of their portfolio | 26.7k $6.5m | Added +595 |
| Aperture Investors, LLC 0.91% of their portfolio | 26.6k $6.5m | Added +17.1k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 1.48% of their portfolio | 26.4k $6.4m | New |
| Candlestick Capital Management LP 0.21% of their portfolio | 25.2k $6.1m | New |
| Artemis Investment Management LLP 0.07% of their portfolio | 25.0k $6.1m | Added +6.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 24.5k $6.0m | Reduced -2.7k |
| HighTower Advisors, LLC 0.01% of their portfolio | 24.4k $5.8m | Added +19.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 23.5k $5.7m | Reduced -1.3k |
| LONG WALK MANAGEMENT LP 5.00% of their portfolio | 23.0k $5.6m | New |
| Union Square Park Capital Management, LLC 8.53% of their portfolio | 22.0k $5.4m | Added +10.0k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 21.3k $5.2m | Added +14.6k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 21.2k $5.2m | Reduced -182 |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 20.4k $5.0m | Reduced -6.6k |
| Lodge Hill Capital, LLC 1.85% of their portfolio | 20.0k $4.9m | Reduced -7.5k |
| Hodges Capital Management Inc. 0.50% of their portfolio | 19.7k $6.1m | Reduced -13.7k |
| Luxor Capital Group, LP 0.39% of their portfolio | 19.7k $4.8m | New |