Chuck Royce's SBH Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 60,249 shares of Sally Beauty Holdings, Inc. (SBH) worth $834,449, representing 0.01% of the portfolio. First purchased in 2017-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in SBH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 130,238 shares. Largest reduction occurred in Q4 2018, reducing 423,043 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Sally Beauty Holdings (SBH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sally Beauty Holdings (SBH) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +20,904 | Add 53.13% | 60,249 | $13.85 |
| Q4 2025 | +26,128 | Add 197.68% | 39,345 | $14.26 |
| Q3 2025 | +1,017 | Add 8.34% | 13,217 | $16.28 |
| Q2 2025 | +12,200 | New Buy | 12,200 | $9.26 |
| Q3 2020 | -3,798 | Sold Out | 0 | $0.00 |
| Q2 2020 | -500 | Reduce 11.63% | 3,798 | $12.64 |
| Q1 2020 | +1,075 | Add 33.35% | 4,298 | $8.14 |
| Q4 2019 | -1,189 | Reduce 26.95% | 3,223 | $18.31 |
| Q3 2019 | +1,632 | Add 58.71% | 4,412 | $14.96 |
| Q2 2019 | +270 | Add 10.76% | 2,780 | $13.31 |
| Q1 2019 | +725 | Add 40.62% | 2,510 | $18.33 |
| Q4 2018 | -423,043 | Reduce 99.58% | 1,785 | $16.81 |
| Q3 2018 | -95,206 | Reduce 18.31% | 424,828 | $18.39 |
| Q2 2018 | -60,306 | Reduce 10.39% | 520,034 | $16.03 |
| Q1 2018 | -78,063 | Reduce 11.86% | 580,340 | $16.45 |
| Q4 2017 | +130,238 | Add 24.66% | 658,403 | $18.76 |
| Q3 2017 | +108,165 | Add 25.75% | 528,165 | $19.58 |
| Q2 2017 | +420,000 | New Buy | 420,000 | $20.25 |
Chuck Royce's Sally Beauty Holdings Investment FAQs
Chuck Royce first purchased Sally Beauty Holdings, Inc. (SBH) in Q2 2017, acquiring 420,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Sally Beauty Holdings, Inc. (SBH) for 18 quarters since Q2 2017.
Chuck Royce's largest addition to Sally Beauty Holdings, Inc. (SBH) was in Q2 2017, adding 420,000 shares worth $8.5 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 60,249 shares of Sally Beauty Holdings, Inc. (SBH), valued at approximately $834,449.
As of the Q1 2026 filing, Sally Beauty Holdings, Inc. (SBH) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Sally Beauty Holdings, Inc. (SBH) was 658,403 shares, as reported at the end of Q4 2017.