Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
Holdings Activity Buys Sells    History
Holding/activity history for  SharkNinja, Inc. (SN)
← All SN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 250,666 1.31 Reduce 13.34% 0.19 $96.86–133.99 · VW $114.85i $26,545,529 SEC
2025   Q4 289,266 1.44 Reduce 42.99% 1.15 $83.12–118.38 · VW $96.77i $32,368,865 SEC
2025   Q3 507,418 2.67 Reduce 4.56% 0.12 $97.35–128.51 · VW $113.71i $52,340,167 SEC
2025   Q2 531,660 2.65 Reduce 2.52% 0.06 $64.00–108.38 · VW $86.95i $52,629,023 SEC
2025   Q1 545,403 2.42 Add 24.41% 0.47 $60.50–123.00 · VW $95.37i $45,492,065 SEC
2024   Q4 438,392 2.02 Reduce 24.60% 0.73 $85.95–112.93 · VW $100.33i $42,681,845 SEC
2024   Q3 581,408 2.98 Reduce 2.64% 0.05 $69.65–110.96 · VW $88.73i $63,204,863 SEC
2024   Q2 597,173 1.96 Reduce 17.41% 0.30 $60.72–80.81 · VW $71.46i $44,877,551 SEC
2024   Q1 723,062 1.73 Reduce 54.67% 1.72 $45.85–62.95 · VW $53.82i $45,039,532 SEC
2023   Q4 1,595,133 3.14 Reduce 16.27% 0.53 $38.69–53.40 · VW $46.12i $81,622,956 SEC
2023   Q3 1,905,157 3.27 Buy 3.27 $25.84–52.90 · VW $36.34i
IPO/listing quarter
$88,323,079 SEC
Price snapshot:
Current price$149.79
Avg. buy price$53.63
+/- since buy179.31%
52-week low$83.12
52-week high$154.29