Ownership history in WASATCH ADVISORS LP Β· 6 quarters on record
This page tracks every 13F SEC filing in which WASATCH ADVISORS LP reported a position in SALLY BEAUTY HLDGS INC (SBH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WASATCH ADVISORS LP underperformed the S&P 500 by β9.9% annually on this SBH position. Timing score: 0% (0/4 decisions correct). Average cost basis: $15.60. Maximum drawdown during holding period: β13.6%.
β Significantly underperformed the S&P 500 by 9.9% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
Best entry: $12.42 (2024 Q1) Β· Worst: $16.28 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π WASATCH ADVISORS LP has been actively increasing its SBH allocation β a bullish signal from insiders.
Currently 0.33% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size