Industry deep-dive
Leisure
Every super-investor and insider move tracked across 17 tickers in this industry.
Tickers
17
Combined value
$5.26B
Insider net (30d)
−$25K
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest leisure books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $786M |
| 2 | John Rogers Ariel Investments | $619M |
| 3 | AQR Capital Management | $493M |
| 4 | Steve Cohen Point72 | $482M |
| 5 | Ken Griffin Citadel Advisors | $482M |
| 6 | D.E. Shaw & Co. | $443M |
| 7 | Norges Bank Norway SWF | $406M |
| 8 | Wellington Management | $405M |
| 9 | Izzy Englander Millennium Mgmt | $202M |
| 10 | Baillie Gifford & Co | $174M |
| 11 | Southeastern Asset Longleaf | $170M |
| 12 | Ron Baron Baron Capital / BAMCO | $125M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | PLNT | PLANET FITNESS INC | $1.16B |
| 2 | MAT | MATTEL INC | $877.1M |
| 3 | HAS | HASBRO INC | $847.6M |
| 4 | LTH | LIFE TIME GROUP HOLDINGS INC | $629.0M |
| 5 | YETI | YETI HLDGS INC | $565.6M |
| 6 | MSGE | MADISON SQUARE GARDEN ENTMT | $564.6M |
| 7 | PTON | PELOTON INTERACTIVE INC | $276.1M |
| 8 | GOLF | ACUSHNET HLDGS CORP | $146.7M |
| 9 | CALY | CALLAWAY GOLF CO | $57.8M |
| 10 | FUN | SIX FLAGS ENTERTAINMENT CORP | $43.0M |
| 11 | JOUT | JOHNSON OUTDOORS INC | $35.3M |
| 12 | XPOF | XPONENTIAL FITNESS INC | $15.0M |
| 13 | PRKS | SEAWORLD ENTMT INC | $14.5M |
| 14 | JAKK | JAKKS PAC INC | $7.7M |
| 15 | CLAR | CLARUS CORP NEW | $5.3M |
| 16 | FNKO | FUNKO INC | $4.7M |
| 17 | LUCK | BOWLERO CORP | $2.5M |