LongWJun 2026
Wayfair Inc.
Wayfair delivered high-single-digit revenue growth and material EBITDA expansion in the quarter. After visiting the new Columbus store, Optimist became more convinced that…
W
Which hedge funds are long W?
3 published ideas on Wayfair Inc. across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Wayfair Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongWJun 2026
Wayfair Inc.
Wayfair delivered high-single-digit revenue growth and material EBITDA expansion in the quarter. After visiting the new Columbus store, Optimist became more convinced that…
LongWSep 2026
Wayfair Inc.
Wayfair delivered another strong quarter with high-single-digit revenue growth and material EBITDA expansion. After visiting the company's new Columbus store, the fund became…