TwinBeech Capital’s Sonos SONO Stock Holding History

TwinBeech Capital’s Portfolio SONO Stock Details SONO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-82,745	Closed	-$1.31M	–	834
2025 Q3	$1.31M	Buy	+82,745	New	+$1.06M	0.05%	279
2024 Q4	–	Sell	-266,839	Closed	-$3.28M	–	910
2024 Q3	$3.28M	Buy	+266,839	New	+$3.39M	0.06%	335
2023 Q1	–	Sell	-296,089	Closed	-$5M	–	872
2022 Q4	$5M	Buy	296,089 +133,134	+82%	+$2.17M	0.1%	259
2022 Q3	$2.27M	Buy	162,955 +102,509	+170%	+$1.82M	0.06%	314
2022 Q2	$1.09M	Buy	+60,446	New	+$1.36M	0.05%	312
2021 Q3	–	Sell	-13,425	Closed	-$473K	–	748
2021 Q2	$473K	Buy	+13,425	New	+$502K	0.06%	308
2021 Q1	–	Sell	-38,971	Closed	-$912K	–	656
2020 Q4	$912K	Buy	38,971 +1,705	+5%	+$31.8K	0.15%	192
2020 Q3	$566K	Buy	37,266 +24,745	+198%	+$364K	0.12%	236
2020 Q2	$183K	Sell	12,521 -82,359	-87%	-$875K	0.04%	331
2020 Q1	$805K	Buy	+94,880	New	+$1.17M	0.32%	116

Other funds holding SONO

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

TwinBeech Capital's SONO Position: Q4 2025 in Review

TwinBeech Capital sold out of Sonos (SONO) in Q4 2025, closing a stake of 82,745 shares — an estimated $1.31M sold.

TwinBeech Capital first reported a position in SONO in Q1 2020 and held it in 10 quarters. The position peaked at $5M in Q4 2022. 303 funds tracked by Wall St. Rank hold SONO as of Q4 2025.

TwinBeech Capital reported no remaining Sonos position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 82,745 Sonos shares in Q4 2025, an estimated $1.31M.
TwinBeech Capital first reported a position in Sonos in Q1 2020 and held it in 10 quarters.
TwinBeech Capital's Sonos position peaked at $5M in Q4 2022.
303 funds tracked by Wall St. Rank held Sonos as of Q4 2025.

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