NYSE · Consumer Discretionary

TRAVEL PLUS LEISURE CO TNL

Travel + Leisure Co., together with its subsidiaries, provides hospitality services and travel products in the United States and internationally. The company operates in two segments, Vacation Ownership; and Travel and Membership.

Hotels/Resorts

Company profile

Business mix

  • The company operates in two segments, Vacation Ownership; and Travel and Membership.
  • The Travel and Membership segment operates various travel businesses, including vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals.
  • This segment also offers business-to-business private-label travel club solutions and facilitates bookings.
  • Travel + Leisure Co. has a strategic alliance with Hornblower Group, Inc. The company was formerly known as Wyndham Destinations, Inc. and changed its name to Travel + Leisure Co. in February 2021.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in travel services?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.06 FCF 9.88% Buyback 5.45%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $47.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $29.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +158.7% +418,916 / 263,980
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 139.2% 13F value change +$28.8M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 8.2% 13F value change +$2.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 263,980 Last 4 periods +418,916 (+158.7%) Total shares 682,896 Value $47.2M

Recent mentions

No public mentions.