What to Know About This Fund's $7 Million Bet on Calvin Klein and Tommy Hilfiger Owner PVH

1 day ago 2

Jonathan Ponciano, The Motley Fool

Fri, May 22, 2026 astatine 9:46 AM CDT 4 min read

On May 21, 2026, Access Investment Management disclosed a caller presumption successful PVH (NYSE:PVH), acquiring 107,950 shares—an estimated $7.09 cardinal commercialized based connected quarterly mean pricing.

What happened

According to an SEC filing dated May 21, 2026, Access Investment Management established a caller presumption successful PVH by acquiring 107,950 shares. The estimated transaction worth was $7.09 million, calculated utilizing the mean unadjusted closing terms for the quarter. At quarter-end, the PVH involvement was valued astatine $7.53 million, reflecting some the caller shares and terms changes during the period.

What other to cognize

This was a caller presumption for the fund, representing 2% of 13F reportable assets nether absorption arsenic of March 31, 2026.
Top holdings aft the filing:
- NYSE: JBL: $31.07 cardinal (8.3% of AUM)
- NYSE: URI: $23.26 cardinal (6.2% of AUM)
- NYSE: SF: $15.80 cardinal (4.2% of AUM)
- NYSE: APO: $15.76 cardinal (4.2% of AUM)
- NYSE: SON: $15.68 cardinal (4.2% of AUM)
As of May 21, 2026, PVH shares were priced astatine $86.71, up astir 5% implicit the past twelvemonth and underperforming the S&P 500, which is alternatively up astir 27%.

Company overview

Metric

Value

Revenue (TTM)	$8.95 billion
Net income (TTM)	$25.30 million
Dividend yield	0.17%
Price (as of marketplace adjacent May 21, 2026)	$86.71

Company snapshot

PVH offers a diversified portfolio of apparel and accessories, including formal shirts, sportswear, jeans, underwear, handbags, footwear, and fragrances nether brands specified arsenic Tommy Hilfiger, Calvin Klein, and others.
The steadfast generates gross done a premix of wholesale distribution, nonstop retail (full-price and outlet stores), concessions, and integer commerce channels crossed astir 40 countries.
It targets a planetary lawsuit basal spanning men, women, and children, with products positioned for some premium and mass-market segments.

PVH is simply a starring planetary apparel shaper with a wide marque portfolio and important planetary reach. The institution leverages its owned and licensed brands to seizure marketplace stock successful some wholesale and direct-to-consumer channels. Its scale, multi-channel distribution, and beardown marque equity supply a competitory vantage successful the user cyclical sector.

What this transaction means for investors

This acquisition looks similar a ballot of assurance successful a turnaround communicative that whitethorn beryllium entering a caller phase. PVH's banal has lagged the broader marketplace this past year, but absorption has been making advancement connected profitability, and caller organizational changes could presumption the institution for stronger maturation implicit the adjacent respective years.

The institution finished 2025 with gross up 3% to $8.95 cardinal and delivered non-GAAP net per stock of $11.40, up of guidance calling for up to $11 per share. Fourth-quarter gross roseate 6% to $2.5 billion, portion absorption said some Calvin Klein and Tommy Hilfiger entered 2026 with affirmative momentum and that it expects direct-to-consumer maturation crossed each regions this year.

Separately, PVH announced earlier this week that it promoted Adelyn Cheong, who helped thrust maturation and integer enlargement successful China, to CEO of PVH Americas, portion adding caller executives focused connected licensing, partnerships, expansion, user insights, and marque strategy. Management framed the moves arsenic portion of the adjacent signifier of its translation plan.

The biggest hazard remains tariffs, which had a antagonistic interaction of 170 ground points connected the firm’s operating borderline and could unit margins again successful 2026. Still, PVH expects gross growth, plans astatine slightest $300 cardinal of stock repurchases this year, and continues to put down 2 of the strongest brands successful planetary apparel. The newest net study is owed retired aboriginal adjacent month.

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