Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Sally Beauty Holdings, Inc. (SBH)
← All SBH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.04 $8.25–11.58 · VW $9.76i SEC
2024   Q4 219,529 0.04 Reduce 28.14% 0.02 $9.93–14.79 · VW $12.68i $2,294,078 SEC
2024   Q3 305,505 0.08 Add 16.39% 0.01 $9.06–13.95 · VW $12.00i $4,145,703 SEC
2024   Q2 262,481 0.05 Add 141.31% 0.03 $9.90–12.73 · VW $11.28i $2,816,421 SEC
2024   Q1 108,774 0.03 Add 169.84% 0.02 $11.30–13.91 · VW $12.56i $1,350,973 SEC
2023   Q4 40,310 0.01 Buy 0.01 $7.21–13.74 · VW $9.76i $535,317 SEC
2023   Q2 0 0.00 Sell 100.00% 0.01 $10.80–15.93 · VW $12.66i SEC
2023   Q1 24,074 0.01 Reduce 82.76% 0.03 $12.55–18.42 · VW $15.52i $375,073 SEC
2022   Q4 139,653 0.04 Reduce 20.06% 0.01 $10.95–14.17 · VW $12.40i $1,748,456 SEC
2022   Q3 174,695 0.05 Add 1552.27% 0.05 $11.73–16.17 · VW $13.66i $2,201,000 SEC
2022   Q2 10,573 <0.01 Reduce 90.20% 0.03 $11.28–16.74 · VW $14.50i $126,000 SEC
2022   Q1 107,929 0.03 Add 757.26% 0.03 $15.17–19.79 · VW $17.12i $1,687,000 SEC
2021   Q4 12,590 <0.01 Reduce 82.96% 0.01 $15.24–21.86 · VW $18.14i $232,000 SEC
2021   Q3 73,880 0.01 Add 36.09% <0.01 $16.15–22.85 · VW $18.81i $1,245,000 SEC
2021   Q2 54,287 0.01 Reduce 27.19% <0.01 $18.54–25.66 · VW $21.43i $1,198,000 SEC
2021   Q1 74,556 0.01 Add 1231.36% 0.01 $12.57–21.91 · VW $16.70i $1,501,000 SEC
2020   Q4 5,600 <0.01 Reduce 93.57% <0.01 $8.28–13.40 · VW $10.29i $73,000 SEC
2020   Q3 87,079 0.01 Buy 0.01 $8.60–14.76 · VW $11.41i $757,000 SEC
2020   Q2 0 0.00 Sell 100.00% 0.08 $6.28–16.56 · VW $11.33i SEC
2020   Q1 476,438 0.08 Add 3218.28% 0.08 $7.25–18.42 · VW $12.32i $3,850,000 SEC
2019   Q4 14,358 <0.01 Reduce 97.96% 0.15 $14.30–21.98 · VW $17.69i $262,000 SEC
2019   Q3 702,192 0.15 Add 1096.44% 0.14 $11.46–15.37 · VW $13.24i $10,456,000 SEC
2019   Q2 58,690 0.01 Reduce 93.49% 0.22 $12.00–19.65 · VW $15.53i $783,000 SEC
2019   Q1 901,570 0.23 Add 90.91% 0.11 $16.61–20.20 · VW $18.02i $16,598,000 SEC
2018   Q4 472,254 0.12 Reduce 46.31% 0.10 $16.08–23.61 · VW $19.20i $8,052,000 SEC
2018   Q3 879,520 0.21 Add 344.40% 0.16 $13.72–18.68 · VW $16.19i $16,174,000 SEC
2018   Q2 197,910 0.04 Buy 0.04 $14.15–17.58 · VW $15.99i $3,172,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.02 $17.27–21.36 · VW $19.47i SEC
2017   Q2 93,620 0.02 Buy 0.02 $17.26–21.01 · VW $19.18i $1,896,000 SEC
Price snapshot:
Current price$14.70
52-week low$9.34
52-week high$17.92