SEC 13F Intelligence

Rheos Capital Works Inc. / BJ

Rheos Capital Works Inc.’s Bjs Whsl Club Hldgs Inc Position

Does Rheos Capital Works Inc. own Bjs Whsl Club Hldgs Inc (BJ)? Yes550.0K shares worth $54M (+3.61% of its 13F portfolio) as of Q1 2026, up from 89.0K shares the prior filed quarter.

Position Value
$54M
Q1 2026
Shares
550.0K
% of Portfolio
+3.61%
Quarters Held
22
currently held

Position History BJ

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $10MQ2 ’20: $15MQ3 ’20: $14MQ3 ’20Q4 ’20: $13MQ1 ’21: $16MQ2 ’21: $17MQ2 ’21Q3 ’21: $19MQ4 ’21: $23MQ1 ’22: $23MQ1 ’22Q2 ’22: $22MQ3 ’22: $25MQ4 ’22: $20MQ4 ’22Q3 ’23: $4MQ4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $20MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ1 ’26: $54MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026550.0K$54M+3.61%
Q2 202589.0K$10M+0.55%
Q1 202589.0K$10M+0.83%
Q4 2024129.0K$12M+0.64%
Q3 2024129.0K$11M+0.56%
Q2 2024229.0K$20M+1.05%
Q1 202461.0K$5M+0.22%
Q4 202361.0K$4M+0.22%
Q3 202361.0K$4M+0.26%
Q4 2022296.0K$20M+1.18%
Q3 2022347.0K$25M+1.70%
Q2 2022347.0K$22M+1.62%
Q1 2022347.0K$23M+1.13%
Q4 2021347.0K$23M+1.01%
Q3 2021347.0K$19M+0.98%
Q2 2021347.0K$17M+0.83%
Q1 2021347.0K$16M+1.03%
Q4 2020347.0K$13M+0.94%
Q3 2020347.0K$14M+1.18%
Q2 2020408.0K$15M+1.06%
Q1 2020388.8K$10M+1.05%
Q4 2019174.5K$4M+0.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rheos Capital Works Inc.’s full portfolio or all institutional holders of BJ.