Third Point’s SharkNinja SN Stock Holding History

Third Point’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 Q1	$13.8M	Sell	130,509 -1,069,491	-89%	-$125M	0.66%	26
2025 Q4	$134M	Sell	1,200,000 -600,000	-33%	-$59.1M	1.85%	23
2025 Q3	$186M	Buy	1,800,000 +600,000	+50%	+$68.5M	2.07%	21
2025 Q2	$119M	Buy	1,200,000 +650,000	+118%	+$56.2M	1.56%	25
2025 Q1	$45.9M	Buy	+550,000	New	+$56M	0.7%	33

Other funds holding SN

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Third Point's SN Position: Q1 2026 in Review

Third Point reduced its SharkNinja (SN) stake by 89% in Q1 2026, selling an estimated $125M and leaving 130,509 shares worth $13.8M. The position accounts for 0.66% of the portfolio, ranked #26.

Third Point first reported a position in SN in Q1 2025 and has held it in 5 quarters since. The position peaked at $186M in Q3 2025. 470 funds tracked by Wall St. Rank hold SN as of Q1 2026.

Third Point held 130,509 shares of SharkNinja worth $13.8M as of Q1 2026.
Third Point sold 1,069,491 SharkNinja shares in Q1 2026, an estimated $125M.
SharkNinja made up 0.66% of Third Point's portfolio in Q1 2026, its #26 holding.
Third Point first reported a position in SharkNinja in Q1 2025 and has held it in 5 quarters since.
Third Point's SharkNinja position peaked at $186M in Q3 2025.
470 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.