Travel & Leisure

Last updated

Jul 4, 2026

Based on

272 actions

Gurus considered

126

Stocks covered

Hotels, casinos, travel platforms, leisure, lodging, and experiences. This page tracks 272 investor, Congress, and insider actions tied to Travel & Leisure within Consumer & Commerce, connecting the industry classification with the people and institutions currently showing activity. It gives context from 126 gurus across 84 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.

Travel & Leisure Smart Money Notes

Kapral ShaneDeputy CFO

Sell $148.9K of disclosed value in TKO Group Holdings, Inc. $TKOTKOTKO Group Holdings, Inc.11,928 FollowersFollow.

TKOInsider TradesCommunication ServicesEntertainment

Sell

Weaver ErikEVP & CFO

Sell $121.6K of disclosed value in Life Time Group Holdings, Inc. $LTHLTHLife Time Group Holdings, Inc.4,512 FollowersFollow.

LTHInsider TradesConsumer CyclicalLeisure

Sell

John W. Rogers Jr.

Trim transactions in Mattel, Inc. $MATMATInc.4,896 FollowersFollow $MATMATInc. (MAT)4,896 FollowersFollow, Norwegian Cruise Line Holdings Ltd (2) $NCLHNCLHNorwegian Cruise Line Holdings Ltd (2)7,313 FollowersFollow, Lindblad Expeditions Holdings, Inc. $LINDLINDInc.1,555 FollowersFollow, Boyd Gaming Corporation $BYDBYDBoyd Gaming Corporation19,053 FollowersFollow, and Vail Resorts, Inc. $MTNMTNInc.5,479 FollowersFollow.

Top InvestorsConsumer CyclicalGambling, Resorts & Casinos

Trim

Robin-Caplan AmandineSee remarks

Sell $100.1K of disclosed value in Travel Leisure Co Common Stock $TNLTNLTravel Leisure Co Common Stock12,018 FollowersFollow.

TNLInsider TradesConsumer CyclicalTravel Services

Sell

PRIMECAP Management

Trim transactions in Mattel, Inc. $MATMATInc.4,896 FollowersFollow $MATMATInc. (MAT)4,896 FollowersFollow, Royal Caribbean Cruises Ltd. Common Stock $RCLRCLRoyal Caribbean Cruises Ltd. Common Stock9,755 FollowersFollow, Norwegian Cruise Line Holdings Ltd (2) $NCLHNCLHNorwegian Cruise Line Holdings Ltd (2)7,313 FollowersFollow, and Carnival Corporation & PLC $CCLCCLand Carnival Corporation & PLC19,340 FollowersFollow.

Top InvestorsConsumer CyclicalLeisure

Trim

Richards GeoffreySee Remarks

Sell $90.6K of disclosed value in Travel Leisure Co Common Stock $TNLTNLTravel Leisure Co Common Stock12,018 FollowersFollow.

TNLInsider TradesConsumer CyclicalTravel Services

Sell

Jefferies Group

Trim transactions in TKO Group Holdings, Inc. $TKOTKOInc.11,928 FollowersFollow, Carnival Corporation & PLC $CCLCCLCarnival Corporation & PLC19,340 FollowersFollow, Caesars Entertainment Inc $CZRCZRCaesars Entertainment Inc20,059 FollowersFollow, and Boyd Gaming Corporation $BYDBYDand Boyd Gaming Corporation19,053 FollowersFollow.

Top InvestorsConsumer CyclicalGambling, Resorts & Casinos

Trim

Baig SaqibInterim CFO, CAO

Sell $82.5K of disclosed value in Peleton Interactive Inc $PTONPTONPeleton Interactive Inc11,331 FollowersFollow.

PTONInsider TradesConsumer CyclicalLeisure

Sell

Mario Gabelli

Add transactions in Golden Entertainment, Inc. - Common Stock $GDENGDENInc. - Common Stock15,526 FollowersFollow, Ryman Hospitality Properties Inc $RHPRHPRyman Hospitality Properties Inc9,914 FollowersFollow, Johnson Outdoors Inc. $JOUTJOUTJohnson Outdoors Inc.19,972 FollowersFollow, and Churchill Downs Inc $CHDNCHDNand Churchill Downs Inc20,175 FollowersFollow.

Top InvestorsConsumer CyclicalGambling, Resorts & Casinos

Add

Balogh Aristotle NCTO

Sell $76.5K of disclosed value in Airbnb Inc $ABNBABNBAirbnb Inc3,125 FollowersFollow.

ABNBInsider TradesConsumer CyclicalTravel Services

Sell

Hoag Erik DCFO

Buy $65.7K of disclosed value in Travel Leisure Co Common Stock $TNLTNLTravel Leisure Co Common Stock12,018 FollowersFollow.

TNLInsider TradesConsumer CyclicalTravel Services

Buy

Kirol Charles PeterCOO

Sell $99.1K of disclosed value in Peleton Interactive Inc $PTONPTONPeleton Interactive Inc11,331 FollowersFollow.

PTONInsider TradesConsumer CyclicalLeisure

Sell

Balogh Aristotle NCTO

Sell $74.6K of disclosed value in Airbnb Inc $ABNBABNBAirbnb Inc3,125 FollowersFollow.

ABNBInsider TradesConsumer CyclicalTravel Services

Sell

Mohamed Nicholas NPAO

Sell $50.2K of disclosed value in Acushnet Holdings Corp. $GOLFGOLFAcushnet Holdings Corp.2,306 FollowersFollow.

GOLFInsider TradesConsumer CyclicalLeisure

Sell

Balogh Aristotle NCTO

Sell $73.5K of disclosed value in Airbnb Inc $ABNBABNBAirbnb Inc3,125 FollowersFollow.

ABNBInsider TradesConsumer CyclicalTravel Services

Sell

Mario Gabelli

Trim transactions in Caesars Entertainment Inc $CZRCZRCaesars Entertainment Inc20,059 FollowersFollow and Boyd Gaming Corporation $BYDBYDBoyd Gaming Corporation19,053 FollowersFollow.

Top InvestorsConsumer CyclicalGambling, Resorts & Casinos

Trim

Herrera GeorgeDirector

Sell $37.6K of disclosed value in Travel + Leisure Co. $TNLTNLTravel + Leisure Co.12,018 FollowersFollow.

TNLInsider TradesConsumer CyclicalTravel Services

Sell

Malone John C10% Owner

Buy $35.3K of disclosed value in Liberty Media Corporation - Series A Liberty Brave $BATRABATRALiberty Media Corporation - Series A Liberty Brave12,932 FollowersFollow.

BATRAInsider TradesCommunication ServicesEntertainment

Buy

Andreas Halvorsen

Exit $-658.9M of disclosed value in DraftKings Inc. $DKNGDKNGDraftKings Inc.5,152 FollowersFollow.

DKNGTop InvestorsConsumer CyclicalGambling, Resorts & Casinos

Exit

Gamco Investors, Inc. Et Al10% Owner

Sell $22.7K of disclosed value in Liberty Media Corporation - Series A Liberty Brave $BATRABATRALiberty Media Corporation - Series A Liberty Brave12,932 FollowersFollow.

BATRAInsider TradesCommunication ServicesEntertainment

Sell

Andreas Halvorsen

Trim $355.1M of disclosed value in Carnival Corporation & PLC $CCLCCLCarnival Corporation & PLC19,340 FollowersFollow.

CCLTop InvestorsConsumer CyclicalLeisure

Trim

John W. Rogers Jr.

Add $354.2M of disclosed value in OneSpaWorld Holdings Limited $OSWOSWOneSpaWorld Holdings Limited7,379 FollowersFollow.

OSWTop InvestorsConsumer CyclicalLeisure

Add

Jim Simons

Trim $67.2M of disclosed value in Carnival Corporation & PLC $CCLCCLCarnival Corporation & PLC19,340 FollowersFollow.

CCLTop InvestorsConsumer CyclicalLeisure

Trim

Jim Simons

Exit $-102.2M of disclosed value in Booking Holdings Inc $BKNGBKNGBooking Holdings Inc17,570 FollowersFollow.

BKNGTop InvestorsConsumer CyclicalTravel Services

Exit

Baillie Gifford

Add $559.8M of disclosed value in MakeMyTrip Limited $MMYTMMYTMakeMyTrip Limited11,547 FollowersFollow.

MMYTTop InvestorsConsumer CyclicalTravel Services

Add

Baillie Gifford

Trim $156.0M of disclosed value in DraftKings Inc. $DKNGDKNGDraftKings Inc.5,152 FollowersFollow.

DKNGTop InvestorsConsumer CyclicalGambling, Resorts & Casinos

Trim

Jefferies Group

Add $17.0M of disclosed value in Booking Holdings Inc $BKNGBKNGBooking Holdings Inc17,570 FollowersFollow.

BKNGTop InvestorsConsumer CyclicalTravel Services

Add

Ken Fisher

Exit $-174.8M of disclosed value in Trip.com Group Limited - American Depositary Shares $TCOMTCOMTrip.com Group Limited - American Depositary Shares18,157 FollowersFollow.

TCOMTop InvestorsConsumer CyclicalTravel Services

Exit

Ken Fisher

Trim $72.5M of disclosed value in Booking Holdings Inc $BKNGBKNGBooking Holdings Inc17,570 FollowersFollow.

BKNGTop InvestorsConsumer CyclicalTravel Services

Trim

Tom Gayner

Exit $-11.0M of disclosed value in Choice Hotels International, Inc. $CHHCHHChoice Hotels International, Inc.19,491 FollowersFollow.

CHHTop InvestorsConsumer CyclicalTravel Lodging

Exit

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