SN — SharkNinja Inc

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  ·  10 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported SharkNinja Inc (SN) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.14% in 2023 Q4. The latest visible filing shows SN at 1.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHEASTERN ASSET MANAGEMENT INC/TN/'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
2025 Q4

SN was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.14% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

SN stock page SOUTHEASTERN ASSET MANAGEMENT INC/TN/ fund profile SOUTHEASTERN ASSET MANAGEMENT INC/TN/ full holdings
How SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held SN — position size vs. price
% of Fund (quarterly)    SN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 289,266 -218,152 -43.0% 1.44% $32.4M 2026-02-14 (Est.) $131.06
2025 Q3 REDUCED 507,418 -24,242 -4.6% 2.67% $52.3M 2025-11-14 $88.04
2025 Q2 REDUCED 531,660 -13,743 -2.5% 2.65% $52.6M 2025-08-14 $119.30
2025 Q1 ADDED 545,403 +107,011 +24.4% 2.42% $45.5M 2025-05-15 $100.69
2024 Q4 REDUCED 438,392 -143,016 -24.6% 2.02% $42.7M 2025-02-14 $110.31
2024 Q3 REDUCED 581,408 -15,765 -2.6% 2.98% $63.2M 2024-11-14 $101.30
2024 Q2 REDUCED 597,173 -125,889 -17.4% 1.96% $44.9M 2024-08-14 $89.15
2024 Q1 REDUCED 723,062 -872,071 -54.7% 1.73% $45.0M 2024-05-15 $72.13
2023 Q4 REDUCED 1,595,133 -310,024 -16.3% 3.14% $81.6M 2024-02-14 $50.90
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SN

As of 2025 Q4 — sorted by position size

Parsifal Capital Management, LP 3Y 11.01% Greenvale Capital LLP 3Y 7Y 10.61% HIGHLAND PEAK CAPITAL, LLC 3Y 10.24% ABRAMS BISON INVESTMENTS, LLC 3Y 7Y 10.19% Alua Capital Management LP 3Y 9.77% Blue Grotto Capital, LLC 3Y 8.11% Tyro Capital Management LLC 7.17% Nixon Capital, LLC 3Y 5.64% Shellback Capital, LP 3Y 7Y 5.38% Voss Capital, LP 3Y 5.15%

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and SN

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

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning SN?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported SN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SN position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for SN was 3.14% in 2023 Q4.

What is the latest reported SN position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 289,266 shares, equal to 1.44% of portfolio, with an estimated market value of $32.4M.

What does the chart on this SN ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'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.

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