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Applied Finance Capital Management’s SharkNinja SN Stock Holding History

Applied Finance Capital Management’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Buy
+4,016
New +$481K 0.05% 140
2026
Q1 		– Sell
-2,057
Closed -$230K – 231
2025
Q4 		$230K Sell
2,057
-677
-25% -$66.7K 0.02% 213
2025
Q3 		$282K Buy
+2,734
New +$312K 0.02% 233

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Applied Finance Capital Management's SN Position: Q2 2026 in Review

Applied Finance Capital Management opened a new position in SharkNinja (SN) in Q2 2026: 4,016 shares worth $612K. The stake represents 0.05% of the portfolio and ranks #140 among its holdings. This is a return to the name: Applied Finance Capital Management previously reported a position in SN as recently as Q4 2025.

Applied Finance Capital Management first reported a position in SN in Q3 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Applied Finance Capital Management held 4,016 shares of SharkNinja worth $612K as of Q2 2026.
  • SharkNinja was a new Applied Finance Capital Management position in Q2 2026.
  • SharkNinja made up 0.05% of Applied Finance Capital Management's portfolio in Q2 2026, its #140 holding.
  • Applied Finance Capital Management first reported a position in SharkNinja in Q3 2025 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.