SEC 13F Intelligence

Discovery Capital Management, LLC / Ct / OVER

Discovery Capital Management, LLC / Ct’s Bed Bath & Beyond Inc Position

Does Discovery Capital Management, LLC / Ct own Bed Bath & Beyond Inc (OVER)? Not currently — the last reported position was 323.8K shares worth $9M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q4 2023
Shares
323.8K
% of Portfolio
+1.36%
Quarters Held
7
position exited

Position History OVER

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $6MQ2 ’21Q3 ’21: $20MQ3 ’21Q4 ’21: $11MQ4 ’21Q2 ’23: $18MQ2 ’23Q3 ’23: $11MQ3 ’23Q4 ’23: $9MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023323.8K$9M+1.36%
Q3 2023709.9K$11M+1.99%
Q2 2023548.9K$18M+1.88%
Q4 2021190.6K$11M+0.84%
Q3 2021260.1K$20M+1.52%
Q2 202159.7K$6M+0.36%
Q1 202141.8K$3M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Discovery Capital Management, LLC / Ct’s full portfolio or all institutional holders of OVER.