Ranmore Fund Management Ltd SBH — SALLY BEAUTY HLDGS INC

Ownership history in Ranmore Fund Management Ltd  ·  6 quarters on record

AI Ownership Summary

Ranmore Fund Management Ltd reported SALLY BEAUTY HLDGS INC (SBH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 9.7% in 2025 Q3. The latest visible filing shows SBH at 4.44% 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 SBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ranmore Fund Management Ltd's position in SALLY BEAUTY HLDGS 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 Q1

SBH was reported at 4.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.7% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

SBH stock page Ranmore Fund Management Ltd fund profile Ranmore Fund Management Ltd full holdings
How Ranmore Fund Management Ltd held SBH — position size vs. price
% of Fund (quarterly)    SBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,427,587 +12,920 +0.5% 4.44% $33.6M 2026-05-11 $12.98
2025 Q4 ADDED — — — 2,414,667 +214,667 +9.8% 5.91% $34.4M 2026-02-13 $16.32
2025 Q3 ADDED — — — 2,200,000 +3,980 +0.2% 9.70% $35.8M 2025-11-12 $14.68
2025 Q2 ADDED — — — 2,196,020 +776,020 +54.6% 8.11% $20.3M 2025-08-08 $11.68
2025 Q1 ADDED — — — 1,420,000 +605,000 +74.2% 7.66% $12.8M 2025-05-13 $9.36
2024 Q4 INITIATED — — — 815,000 — — 7.89% $8.5M 2025-02-13 $9.59

🏢 Other funds also holding SBH

As of 2026 Q1 — sorted by position size

Access Investment Management LLC 2.08% VISTA INVESTMENT PARTNERS LLC 1.04% VISTA INVESTMENT PARTNERS II, LLC 0.99% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.63% Jackson Creek Investment Advisors LLC 3Y 0.49% WASATCH ADVISORS LP 3Y 7Y 0.31% Bronte Capital Management Pty Ltd. 3Y 7Y 0.3% Integrated Quantitative Investments LLC 0.29% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.27% CSM Advisors, LLC 3Y 0.23%

FAQ About Ranmore Fund Management Ltd and SBH

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

How long has Ranmore Fund Management Ltd reported owning SBH?

Ranmore Fund Management Ltd reported SBH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SBH position in Ranmore Fund Management Ltd's portfolio?

The largest reported portfolio weight for SBH was 9.70% in 2025 Q3.

What is the latest reported SBH position on this page?

The most recent filing on this page is 2026 Q1, when Ranmore Fund Management Ltd reported 2,427,587 shares, equal to 4.44% of portfolio, with an estimated market value of $33.6M.

What does the chart on this SBH ownership page compare?

The chart compares Ranmore Fund Management Ltd's quarterly SBH 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 Ranmore Fund Management Ltd time their SBH position?

Based on 13F filing dates vs. subsequent SBH price moves, Ranmore Fund Management Ltd correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SBH relative to SPY over the holding period was +8.0%.

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