Palestra Capital Management’s SharkNinja SN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125M Sell
1,257,925
-145,463
-10% -$14.4M 3.62% 13
2025
Q1
$117M Sell
1,403,388
-377,397
-21% -$31.5M 4.61% 12
2024
Q4
$173M Buy
1,780,785
+809,960
+83% +$78.9M 4.75% 4
2024
Q3
$106M Buy
+970,825
New +$106M 3.48% 14