Mason Hawkins’s SharkNinja SN Stock Holding History

Mason Hawkins’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	$9.63M	Sell	63,234 -187,432	-75%	-$22.4M	0.5%	32
2026 Q1	$26.5M	Sell	250,666 -38,600	-13%	-$4.52M	1.31%	27
2025 Q4	$32.4M	Sell	289,266 -218,152	-43%	-$21.5M	1.44%	24
2025 Q3	$52.3M	Sell	507,418 -24,242	-5%	-$2.77M	2.67%	17
2025 Q2	$52.6M	Sell	531,660 -13,743	-3%	-$1.19M	2.65%	14
2025 Q1	$45.5M	Buy	545,403 +107,011	+24%	+$10.9M	2.42%	17
2024 Q4	$42.7M	Sell	438,392 -143,016	-25%	-$14.6M	2.02%	19
2024 Q3	$63.2M	Sell	581,408 -15,765	-3%	-$1.37M	2.98%	12
2024 Q2	$44.9M	Sell	597,173 -125,889	-17%	-$8.87M	1.96%	21
2024 Q1	$45M	Sell	723,062 -872,071	-55%	-$46.1M	1.73%	21
2023 Q4	$81.6M	Sell	1,595,133 -310,024	-16%	-$14.2M	3.14%	15
2023 Q3	$88.3M	Buy	+1,905,157	New	+$69.7M	3.27%	15

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mason Hawkins's SN Position: Q2 2026 in Review

Mason Hawkins reduced its SharkNinja (SN) stake by 75% in Q2 2026, selling an estimated $22.4M and leaving 63,234 shares worth $9.63M. The position accounts for 0.5% of the portfolio, ranked #32.

Mason Hawkins first reported a position in SN in Q3 2023 and has held it in 12 quarters since. The position peaked at $88.3M in Q3 2023. 562 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Mason Hawkins held 63,234 shares of SharkNinja worth $9.63M as of Q2 2026.
Mason Hawkins sold 187,432 SharkNinja shares in Q2 2026, an estimated $22.4M.
SharkNinja made up 0.5% of Mason Hawkins's portfolio in Q2 2026, its #32 holding.
Mason Hawkins first reported a position in SharkNinja in Q3 2023 and has held it in 12 quarters since.
Mason Hawkins's SharkNinja position peaked at $88.3M in Q3 2023.
562 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Southeastern Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.