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Bronte Capital Management’s Sally Beauty Holdings SBH Stock Holding History

Bronte Capital Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.06M Sell
220,737
-516,513
-70% -$7.88M 0.3% 35
2025
Q4 		$10.5M Sell
737,250
-343,945
-32% -$5.18M 1.05% 21
2025
Q3 		$19.7M Sell
1,081,195
-200,740
-16% -$2.52M 1.76% 14
2025
Q2 		$13.4M Buy
1,281,935
+159,869
+14% +$1.38M 1.05% 17
2025
Q1 		$11.9M Buy
+1,122,066
New +$11.1M 0.96% 18

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bronte Capital Management's SBH Position: Q1 2026 in Review

Bronte Capital Management reduced its Sally Beauty Holdings (SBH) stake by 70% in Q1 2026, selling an estimated $7.88M and leaving 220,737 shares worth $3.06M. The position accounts for 0.3% of the portfolio, ranked #35.

Bronte Capital Management first reported a position in SBH in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.7M in Q3 2025. 262 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • Bronte Capital Management held 220,737 shares of Sally Beauty Holdings worth $3.06M as of Q1 2026.
  • Bronte Capital Management sold 516,513 Sally Beauty Holdings shares in Q1 2026, an estimated $7.88M.
  • Sally Beauty Holdings made up 0.3% of Bronte Capital Management's portfolio in Q1 2026, its #35 holding.
  • Bronte Capital Management first reported a position in Sally Beauty Holdings in Q1 2025 and has held it in 5 quarters since.
  • Bronte Capital Management's Sally Beauty Holdings position peaked at $19.7M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Bronte Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.