Jacobs Levy Equity Management
SBDS

Jacobs Levy Equity Management’s Solo Brands Inc SBDS Stock Holding History

Jacobs Levy Equity Management’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,359
Closed -$9.12K – 1192
2025
Q1 		$9.12K Sell
1,359
-12,324
-90% -$378K ﹤0.01% 1060
2024
Q4 		$624K Buy
13,683
+276
+2% +$13.7K ﹤0.01% 782
2024
Q3 		$756K Buy
13,407
+5,640
+73% +$401K ﹤0.01% 772
2024
Q2 		$708K Buy
7,767
+3,789
+95% +$298K ﹤0.01% 796
2024
Q1 		$345K Sell
3,978
-4,270
-52% -$491K ﹤0.01% 850
2023
Q4 		$2.03M Buy
8,248
+2,530
+44% +$493K 0.01% 600
2023
Q3 		$1.17M Buy
5,718
+4,377
+326% +$955K 0.01% 649
2023
Q2 		$304K Buy
+1,341
New +$333K ﹤0.01% 876

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jacobs Levy Equity Management's SBDS Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 1,359 shares — an estimated $9.12K sold.

Jacobs Levy Equity Management first reported a position in SBDS in Q2 2023 and held it in 8 quarters. The position peaked at $2.03M in Q4 2023. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,359 Solo Brands Inc shares in Q2 2025, an estimated $9.12K.
  • Jacobs Levy Equity Management first reported a position in Solo Brands Inc in Q2 2023 and held it in 8 quarters.
  • Jacobs Levy Equity Management's Solo Brands Inc position peaked at $2.03M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.