The Motley Fool
23 May 2026, 10:15 UTC · 2h ago
Source · https://www.fool.com/investing/2026/05/23/billionaire-investor-david-einhorn-just-bought-the/
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David Einhorn increased his position in Victoria's Secret by 30% in Q1, citing a return to brand identity and stabilized traffic. — Significant backing from a prominent value investor can trigger institutional interest in a turnaround play.
+0.40David Einhorn established a new position in Crocs, focusing on the company's low valuation and the potential stabilization of the HeyDude brand. — New entry by a known value investor into a low P/E stock suggests a bottom may have been reached.
+0.30David Einhorn increased his stake in Deckers Outdoor by more than 60% during the first quarter. — Substantial increase in ownership by a high-profile manager indicates strong conviction in the longevity of the Hoka and Ugg brands.
+0.30Impact vectors
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Model heads
Positive outlook due to new management, stabilized traffic, and a strong runway for margin growth.
Positive sentiment based on continued strong revenue growth and a solid history of profitability.
Viewed as a deep bargain with potential upside if the HeyDude brand turnaround continues to stabilize.
