Savers Value Village Inc (SVV) — 13F Holders Deep Dive (Q2 2026)

SVV ranks #3670 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SVV is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

SVV is a top-conviction position for Ares Management LLC — at 51.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Arrowstreet Capital, Limited Partnership has added to its SVV position for two straight quarters, increasing it by $9.7M to reach $17.1M today.

Fidelity has trimmed its SVV position for two straight quarters, cutting it by $8.2M while still holding $2.8M.

SVV is down 2.3% today, but institutions show net buying of $11.5M this quarter — a divergence between today's price move and the underlying institutional flow.

SVV posted net income of $24.8M over the trailing twelve months, and currently trades at a P/E of 67.8.

• Profitable — net income of $24.8M over the trailing twelve months
• Revenue grew 10.0% year over year
• Net income declined year over year, from $34.0M to $24.8M
• Generated $167.3M in positive operating cash flow
• Current ratio of 0.81x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.62x equity — a highly leveraged balance sheet worth noting