Jeremy Grantham's SBH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 30,495 shares of Sally Beauty Holdings, Inc. (SBH) worth $422,356, representing 0.00% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SBH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 379,400 shares. Largest reduction occurred in Q3 2020, reducing 189,900 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Sally Beauty Holdings (SBH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sally Beauty Holdings (SBH) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +14,285 | Add 88.12% | 30,495 | $13.85 |
| Q3 2025 | -8,024 | Reduce 33.11% | 16,210 | $16.28 |
| Q1 2025 | +24,234 | New Buy | 24,234 | $9.03 |
| Q3 2023 | -25,609 | Sold Out | 0 | $0.00 |
| Q2 2023 | +25,609 | New Buy | 25,609 | $12.35 |
| Q2 2021 | -180,221 | Sold Out | 0 | $0.00 |
| Q1 2021 | +38,621 | Add 27.27% | 180,221 | $20.13 |
| Q4 2020 | -98,800 | Reduce 41.10% | 141,600 | $13.04 |
| Q3 2020 | -189,900 | Reduce 44.13% | 240,400 | $8.69 |
| Q2 2020 | +379,400 | Add 745.38% | 430,300 | $12.53 |
| Q1 2020 | +50,900 | New Buy | 50,900 | $8.07 |
| Q4 2019 | -15,800 | Sold Out | 0 | $0.00 |
| Q3 2019 | +15,800 | New Buy | 15,800 | $14.87 |
Jeremy Grantham's Sally Beauty Holdings Investment FAQs
Jeremy Grantham first purchased Sally Beauty Holdings, Inc. (SBH) in Q3 2019, acquiring 15,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Sally Beauty Holdings, Inc. (SBH) for 15 quarters since Q3 2019.
Jeremy Grantham's largest addition to Sally Beauty Holdings, Inc. (SBH) was in Q2 2020, adding 430,300 shares worth $5.39 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 30,495 shares of Sally Beauty Holdings, Inc. (SBH), valued at approximately $422,356.
As of the Q1 2026 filing, Sally Beauty Holdings, Inc. (SBH) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Sally Beauty Holdings, Inc. (SBH) was 430,300 shares, as reported at the end of Q2 2020.