Engle Capital Management’s SharkNinja SN Stock Holding History

Engle 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
2025 Q4	–	Sell	-149,360	Closed	-$15.4M	–	35
2025 Q3	$15.4M	Buy	149,360 +37,360	+33%	+$4.27M	5.43%	8
2025 Q2	$11.1M	Sell	112,000 -25,000	-18%	-$2.16M	3.34%	15
2025 Q1	$11.4M	Sell	137,000 -96,000	-41%	-$9.77M	4.13%	10
2024 Q4	$22.7M	Sell	233,000 -117,000	-33%	-$11.9M	6.79%	4
2024 Q3	$38M	Sell	350,000 -75,000	-18%	-$6.52M	11.19%	2
2024 Q2	$31.9M	Sell	425,000 -145,000	-25%	-$10.2M	10.8%	1
2024 Q1	$35.5M	Sell	570,000 -82,000	-13%	-$4.34M	9.9%	1
2023 Q4	$33.4M	Buy	652,000 +311,000	+91%	+$14.2M	11.69%	1
2023 Q3	$15.8M	Buy	+341,000	New	+$12.5M	5.73%	7

Other funds holding SN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Engle Capital Management's SN Position: Q4 2025 in Review

Engle Capital Management sold out of SharkNinja (SN) in Q4 2025, closing a stake of 149,360 shares — an estimated $15.4M sold.

Engle Capital Management first reported a position in SN in Q3 2023 and held it in 9 quarters. The position peaked at $38M in Q3 2024. 429 funds tracked by Wall St. Rank hold SN as of Q4 2025.

Engle Capital Management reported no remaining SharkNinja position as of Q4 2025 after selling out during the quarter.
Engle Capital Management sold 149,360 SharkNinja shares in Q4 2025, an estimated $15.4M.
Engle Capital Management first reported a position in SharkNinja in Q3 2023 and held it in 9 quarters.
Engle Capital Management's SharkNinja position peaked at $38M in Q3 2024.
429 funds tracked by Wall St. Rank held SharkNinja as of Q4 2025.

Based on Engle Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.