SBH
Sally Beauty Holdings, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones -2.9% ·
nuevas posiciones netas +7.7%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 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 | -0.2% | $36.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.42M | +1.8% | $32.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.42M | +1.8% | $32.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 2.16M | +34.4% | $29.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 2.16M | +34.4% | $29.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | GAMCO Investors ✦ | 871.45K | -1.2% | $11.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 842.41K | -23.4% | $11.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 842.41K | -23.4% | $11.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 519.53K | +53.5% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 519.53K | +53.5% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 310.15K | -18.8% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 310.15K | -18.8% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 310.15K | -18.8% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Norges Bank ✦ (pasivo) | 194.16K | -35.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Millennium Management ✦ | 88.92K | -89.5% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 87.75K | Nuevo | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 79.57K | Nuevo | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 74.16K | +1.5% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 68.81K | -4.3% | $933,792 | 0.0% | ▼ Trim | 2 | 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
| Arrowstreet Capital | $1.19M | 0.0% |
| Point72 Asset Management | $1.08M | 0.0% |
Posición cerrada
| Two Sigma Investments | $410,948 | era 0.0% |
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.