SBH
Sally Beauty Holdings, Inc. · Consumer Cyclical · Specialty Retail
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 96 | +3 | 82.06M | $1.16B | +6 | −3 |
| Q1 2026 | 96 | +6 | 81.64M | $1.13B | +11 | −5 |
| Q4 2025 | 89 | 0 | 79.76M | $1.14B | +1 | −1 |
| Q3 2025 | 18 | +1 | 51.30M | $835.11M | +1 | — |
| Q2 2025 | 14 | -2 | 46.87M | $433.91M | +1 | −3 |
| Q1 2025 | 13 | -2 | 15.76M | $142.19M | — | −2 |
| Q4 2024 | 15 | +1 | 14.70M | $153.50M | +1 | — |
| Q3 2024 | 13 | +1 | 10.39M | $141.03M | +2 | −1 |
| Q2 2024 | 12 | — | 10.70M | $114.81M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 2.68M | — | $28.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.37M | — | $25.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.37M | — | $25.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 1.61M | — | $17.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 1.61M | — | $17.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 1.10M | — | $11.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.10M | — | $11.80M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | GAMCO Investors ✦ | 882.25K | — | $9.47M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 847.96K | — | $9.10M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 381.81K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 381.81K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 381.81K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 338.52K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Norges Bank ✦ (pasivo) | 301.30K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 73.06K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 71.87K | — | $771,208 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 38.30K | — | $410,948 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 5.09K acciones, $70,565 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.