Lakewood Capital Management’s Sleep Number SNBR Stock Holding History

Lakewood Capital Management’s Portfolio SNBR Stock Details SNBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-55,798	Closed	-$392K	–	66
2025 Q3	$392K	Sell	55,798 -231,211	-81%	-$2.02M	0.03%	54
2025 Q2	$1.94M	Sell	287,009 -402,991	-58%	-$3.07M	0.14%	47
2025 Q1	$4.37M	Hold	690,000	–	–	0.38%	40
2024 Q4	$10.5M	Hold	690,000	–	–	0.94%	29
2024 Q3	$12.6M	Buy	690,000 +35,000	+5%	+$458K	0.99%	26
2024 Q2	$6.27M	Buy	655,000 +10,000	+2%	+$137K	0.51%	38
2024 Q1	$10.3M	Buy	+645,000	New	+$8.36M	0.84%	30

Other funds holding SNBR

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Lakewood Capital Management's SNBR Position: Q4 2025 in Review

Lakewood Capital Management sold out of Sleep Number (SNBR) in Q4 2025, closing a stake of 55,798 shares — an estimated $392K sold.

Lakewood Capital Management first reported a position in SNBR in Q1 2024 and held it in 7 quarters. The position peaked at $12.6M in Q3 2024. 127 funds tracked by Wall St. Rank hold SNBR as of Q4 2025.

Lakewood Capital Management reported no remaining Sleep Number position as of Q4 2025 after selling out during the quarter.
Lakewood Capital Management sold 55,798 Sleep Number shares in Q4 2025, an estimated $392K.
Lakewood Capital Management first reported a position in Sleep Number in Q1 2024 and held it in 7 quarters.
Lakewood Capital Management's Sleep Number position peaked at $12.6M in Q3 2024.
127 funds tracked by Wall St. Rank held Sleep Number as of Q4 2025.

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