13FPulse
RE

REYN REYNOLDS CONSUMER PRODUCTS I

2026Q2 · CUSIP 76171L106 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
289
Institutions that reported holding it to the SEC
Net increase in holders
+21
Last quarter 268 → now 289
How unusual is that
Top 20%
Stronger buying than 84% of US stocks
What the filings say, in one paragraph

289 funds held REYN at the end of 2026Q2, up 21 from the quarter before. That is stronger buying than 83.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.8B(YoY +2.7%), the P/E is 14.8x, return on equity is 14.5%. REYN has had 7 buying rushes in its history, and the price moved -3.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q2: holders=133 2020Q3: holders=154 2020Q4: holders=163 2021Q1: holders=173 2021Q2: holders=184 2021Q3: holders=165 2021Q4: holders=178 2022Q1: holders=177 2022Q2: holders=174 2022Q3: holders=180 2022Q4: holders=191 2023Q1: holders=181 2023Q2: holders=174 2023Q3: holders=165 2023Q4: holders=190 2024Q1: holders=222 2024Q2: holders=241 2024Q3: holders=251 2024Q4: holders=244 2025Q1: holders=221 2025Q2: holders=230 2025Q3: holders=254 2025Q4: holders=287 2026Q1: holders=268 2026Q2: holders=289 -36 -18 +0 +18 +36 119212304 20Q221Q121Q422Q323Q224Q124Q425Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20% -12.0% -9.2%
2025Q3 Top 20% -6.6% +0.9%
2024Q2 Top 20% -0.0% -8.0%
2024Q1 Top 10% -4.9% +5.6%
2020Q3 Top 20% +3.8% +1.7%
2020Q2 Top 10% -8.4% -10.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
137
Change in large funds
+3
Total value they hold
$1.8B
Funds buying for the first time
75
Funds that sold out entirely
54
Price change that quarter
+7.6%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
14.8
EPS (TTM)
$1.56
EPS YoY
-1.9%
Revenue (TTM)
$3.8B
Revenue YoY
+2.7%
Net margin
8.7%
ROE
14.5%
Debt ratio
54.1%
FCF (TTM)
$326M
Dividend (TTM)
$0.92
Quarterly Revenue & EPS
2022-06-30: EPS 0.25 2022-09-30: EPS 0.23 2022-12-31: EPS 0.50 2023-03-31: EPS 0.08 2023-06-30: EPS 0.32 2023-09-30: EPS 0.37 2023-12-31: EPS 0.65 2024-03-31: EPS 0.23 2024-06-30: EPS 0.46 2024-09-30: EPS 0.41 2024-12-31: EPS 0.57 2025-03-31: EPS 0.15 2025-06-30: EPS 0.35 2025-09-30: EPS 0.38 2025-12-31: EPS 0.55 2026-03-31: EPS 0.28 0B 0.6B 1.2B $B 0.00 0.36 0.72 20192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 12 19 25 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-278M-25M229M 20192020202120222023202420252026
Latest quarter $27M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.