Theleme Partners’s Skechers SKX Stock Holding History

Theleme Partners’s Portfolio SKX Stock Details SKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,245,000	Closed	-$70.7M	–	11
2025 Q1	$70.7M	Sell	1,245,000 -310,000	-20%	-$20.2M	5.56%	9
2024 Q4	$105M	Hold	1,555,000	–	–	7.01%	7
2024 Q3	$104M	Hold	1,555,000	–	–	5.95%	7
2024 Q2	$107M	Buy	1,555,000 +430,000	+38%	+$28.5M	5.16%	6
2024 Q1	$68.9M	Hold	1,125,000	–	–	3.49%	7
2023 Q4	$70.1M	Hold	1,125,000	–	–	3.34%	7
2023 Q3	$55.1M	Buy	+1,125,000	New	+$57.5M	2.77%	9
2023 Q1	–	Sell	-2,731,227	Closed	-$115M	–	13
2022 Q4	$115M	Buy	2,731,227 +460,000	+20%	+$17.6M	4.32%	7
2022 Q3	$72M	Hold	2,271,227	–	–	3.51%	8
2022 Q2	$80.8M	Sell	2,271,227 -51,000	-2%	-$1.96M	3.24%	9
2022 Q1	$94.7M	Buy	+2,322,227	New	+$99.4M	3.02%	8

Other funds holding SKX

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Theleme Partners's SKX Position: Q2 2025 in Review

Theleme Partners sold out of Skechers (SKX) in Q2 2025, closing a stake of 1,245,000 shares — an estimated $70.7M sold.

Theleme Partners first reported a position in SKX in Q1 2022 and held it in 11 quarters. The position peaked at $115M in Q4 2022. 465 funds tracked by Wall St. Rank hold SKX as of Q2 2025.

Theleme Partners reported no remaining Skechers position as of Q2 2025 after selling out during the quarter.
Theleme Partners sold 1,245,000 Skechers shares in Q2 2025, an estimated $70.7M.
Theleme Partners first reported a position in Skechers in Q1 2022 and held it in 11 quarters.
Theleme Partners's Skechers position peaked at $115M in Q4 2022.
465 funds tracked by Wall St. Rank held Skechers as of Q2 2025.

Based on Theleme Partners's 13F filing for Q2 2025, filed 14 Aug 2025.