SCHEDULE: Citadel Entities Disclose 4.0% Stake in RH
Beneficial Ownership Statement
Citadel entities, including Kenneth Griffin, have disclosed a collective 4.0% beneficial ownership stake in RH common stock.
Summary
- Citadel Securities GP LLC, Citadel Securities Group LP, and Kenneth Griffin each beneficially own 752,232 shares of RH common stock, representing 4.0% of the class.
- Citadel Securities LLC beneficially owns 646,563 shares, representing 3.5% of the class.
- Citadel Advisors LLC, Citadel Advisors Holdings LP, and Citadel GP LLC each beneficially own 10 shares, representing 0.0% of the class.
- The percentages are based on 18,732,450 shares of RH common stock outstanding as of June 6, 2025, according to RH's Form 10-Q filed with the SEC on June 12, 2025.
- All reported shares are held with shared voting power and shared dispositive power by the respective reporting persons.
Sentiment
Score: 5
Explanation: The filing is a neutral disclosure of beneficial ownership, indicating a passive investment stake without any operational or financial performance updates for the issuer.
Future Outlook
NA
Industry Context
This filing reflects a passive investment by Citadel entities in RH, a luxury home furnishings retailer. Such institutional ownership disclosures are common and indicate a significant, albeit non-controlling, stake by a major financial firm.
Comparison to Industry Standards
- This is a standard Schedule 13G filing, indicating passive beneficial ownership below the 5% threshold for active influence.
- Citadel, as a prominent global financial institution, frequently holds passive stakes in various publicly traded companies across diverse sectors, including retail.
- The 4.0% stake in RH is a notable position for a passive investor, aligning with typical institutional portfolio diversification strategies. No specific comparable companies or projects are mentioned in the filing itself.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant passive institutional ownership in RH common stock.
Key Dates
| Date | Description |
|---|---|
| 2025-06-06 | Date of shares outstanding calculation (18,732,450 shares) based on RH's Form 10-Q. |
| 2025-06-12 | Date RH's Form 10-Q was filed with the Securities and Exchange Commission. |
| 2025-06-30 | Date of event which requires filing of this statement. |
| 2025-08-14 | Date of filing of this Schedule 13G Amendment No. 1. |
Keywords
RH, Citadel, Kenneth Griffin, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Ownership, SEC Filing
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