Travel + Leisure Co (TNL) 13F Positioning & Ownership Changes (Q2 2026)

TNL ranks #1236 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TNL is a top-conviction position for Solel Partners LP — at 6.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TNL belongs to BlackRock, Inc., but the position matters far more to Solel Partners LP, who has 6.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Burney Co/ has added to its TNL position for two straight quarters, increasing it by $492.1K to reach $996.7K today.

Oliver Luxxe Assets LLC has trimmed its TNL position for two straight quarters, cutting it by $1.6M while still holding $1.5M.

TNL is up 1.5% today, and institutions have been net buyers of $832.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TNL posted net income of $238.0M over the trailing twelve months.

• Profitable — net income of $238.0M over the trailing twelve months
• Revenue grew 4.5% year over year
• Net income declined year over year, from $397.0M to $238.0M
• Generated $640.0M in positive operating cash flow