We just covered 10 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026 and RH (NYSE:RH) ranks 5th on this list.
RH (NYSE:RH) is a relatively recent addition to the 13F portfolio of Glenview Capital
The fund first disclosed a stake in the company in the second quarter of 2025. This comprised more than 65,000 shares. Filings for the fourth quarter of 2025 show that the fund owned over 111,000 shares in the company, up close to 40% compared to filings for the third quarter.
RH operates as a retailer and lifestyle brand in the home furnishings market in the United States, Canada, the United Kingdom, Germany, Belgium, and Spain. It offers merchandise in various categories, including furniture, lighting, textiles, bath ware, décor, and outdoor and garden furnishings, as well as baby, child, and teen furnishings. Stocks The primary driver of the current bearish sentiment around RH (NYSE:RH) is the recent Q4 2025 earnings report, released in March.