NYSE · Consumer Discretionary

WHIRLPOOL CORP WHR

Whirlpool is a global appliance company covering major appliances, small appliances, and kitchen/laundry brands. The key issues are North American and Latin American appliance demand, brand mix, cost control, restructuring, and the housing and consumer cycles.

Consumer Electronics/Appliances

Company profile

Business mix

  • North America Major Appliances: the core profit base, influenced by replacement demand, housing, and channel inventory.
  • Latin America Major Appliances: regional growth with currency and macro sensitivity.
  • Global Small Domestic Appliances: KitchenAid and related brands provide brand and category extension.

Current key questions

  • Do housing, rates, and consumer durable demand pressure volume and pricing?
  • Can cost cuts, portfolio optimization, and product refreshes restore margins?
  • Is the balance among asset sales, debt, dividends, and cash flow sustainable?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 13.97 FCF -6.96% Buyback -3.3%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Appaloosa David Tepper 1.8% $105.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $191.4M Estimated from net reduced shares
Net share change / base shares -64.5% -3,550,000 / 5,500,000
Appaloosa David Tepper 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -28.9% 13F value change -$150.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -50.1% 13F value change -$176.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,500,000 Last 2 periods -3,550,000 (-64.5%) Total shares 1,950,000 Value $105.1M

Recent mentions

No public mentions.