BURNEY CO/ SN SHARKNINJA INC

Ownership history in BURNEY CO/  ·  9 quarters on record

AI Ownership Summary

BURNEY CO/ reported SHARKNINJA INC (SN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows SN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in SHARKNINJA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURNEY CO/ held SN — position size vs. price
% of Fund (quarterly)    SN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 5,130 0% 0.02% $781K 2026-07-15 $150.05
2026 Q1 REDUCED 8.3% +38.2% 5,130 -465 -8.3% 0.02% $543K 2026-04-29 $113.13
2025 Q4 REDUCED 5,595 -145 -2.5% 0.02% $626K 2026-01-23 $123.44
2025 Q3 REDUCED 5.1% +9.9% 5,740 -307 -5.1% 0.02% $592K 2025-10-16 $93.93
2025 Q2 REDUCED 15.7% +7.3% 6,047 -1,124 -15.7% 0.02% $599K 2025-08-05 $115.45
2025 Q1 REDUCED 9.5% +18.7% 7,171 -750 -9.5% 0.02% $598K 2025-05-06 $80.08
2024 Q4 REDUCED 7,921 -120 -1.5% 0.03% $771K 2025-01-14 $105.76
2024 Q3 REDUCED 75.3% -11.9% 8,041 -24,546 -75.3% 0.03% $874K 2024-10-18 $108.95
2024 Q2 INITIATED 32,587 0.09% $2.4M 2024-07-29 $76.66

FAQ About BURNEY CO/ and SN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning SN?

BURNEY CO/ reported SN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SN position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for SN was 0.09% in 2024 Q2.

What is the latest reported SN position on this page?

The most recent filing on this page is 2026 Q2, when BURNEY CO/ reported 5,130 shares, equal to 0.02% of portfolio, with an estimated market value of $781K.

What does the chart on this SN ownership page compare?

The chart compares BURNEY CO/'s quarterly SN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURNEY CO/ time their SN position?

Based on 13F filing dates vs. subsequent SN price moves, BURNEY CO/ correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on SN relative to SPY over the holding period was +18.1%.

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