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

TNL ranks #1231 out of 37501 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.

BlackRock has added to its TNL position for two straight quarters, increasing it by $100.5M to reach $544.0M today.

Cliff Asness has trimmed its TNL position for two straight quarters, cutting it by $54.0M while still holding $99.9M.

TNL is down 0.7% today, but institutions show net buying of $811.0M this quarter — a divergence between today's price move and the underlying institutional flow.

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