Top 5 Stock Picks of Brandon Osten’s Venator Capital Management

2. Wayfair Inc. (NYSE:W)

Venator Capital Management’s Stake Value: $11,050,000

Percentage of Venator Capital Management’s 13F Portfolio: 3.75%

Number of Hedge Fund Holders: 35

Wayfair Inc. (NYSE:W) is an American e-commerce company selling furniture and home foods. The digital e-commerce platform has thousands of brands listed for customers, with five main websites: Wayfair, Joss & Main, AllModern, Birch Lane and Perigold. Wayfair Inc. (NYSE:W) is one of the top stock picks of Osten’s Venator Capital Management. 

Osten owns 35,000 shares in Wayfair Inc. (NYSE:W), valued at $11.05 million, representing 3.75% of Osten’s Q2 portfolio. 

Here is what Vulcan Value Partners has to say about Wayfair Inc. in its Q1 2021 investor letter:

“During the quarter, Wayfair Inc. was a material contributor to the portfolio after reporting strong earnings, increased revenue, positive operating margins, and strong free cash flow generation. The company’s long-term trajectory is positive, and we are pleased to own this business.”