Joel Greenblatt's SBH Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 136,300 shares of Sally Beauty Holdings, Inc. (SBH) worth $1.89 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SBH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 719,820 shares. Largest reduction occurred in Q1 2015, reducing 760,865 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Sally Beauty Holdings (SBH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sally Beauty Holdings (SBH) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -6,078 | Reduce 4.27% | 136,300 | $13.85 |
| Q4 2025 | +27,489 | Add 23.93% | 142,378 | $14.26 |
| Q3 2025 | -52,364 | Reduce 31.31% | 114,889 | $16.28 |
| Q2 2025 | +71,941 | Add 75.48% | 167,253 | $9.26 |
| Q1 2025 | +3,680 | Add 4.02% | 95,312 | $9.03 |
| Q4 2024 | +22,819 | Add 33.16% | 91,632 | $10.45 |
| Q3 2024 | -3,061 | Reduce 4.26% | 68,813 | $13.57 |
| Q2 2024 | -3,960 | Reduce 5.22% | 71,874 | $10.73 |
| Q1 2024 | +6,695 | Add 9.68% | 75,834 | $12.42 |
| Q4 2023 | +43,571 | Add 170.41% | 69,139 | $13.28 |
| Q3 2023 | +3,399 | Add 15.33% | 25,568 | $8.38 |
| Q2 2023 | -42,777 | Reduce 65.87% | 22,169 | $12.35 |
| Q1 2023 | +3,655 | Add 5.96% | 64,946 | $15.58 |
| Q4 2022 | +61,291 | New Buy | 61,291 | $12.52 |
| Q1 2022 | -13,756 | Sold Out | 0 | $0.00 |
| Q4 2021 | +13,756 | New Buy | 13,756 | $18.46 |
| Q2 2020 | -22,300 | Sold Out | 0 | $0.00 |
| Q1 2020 | -55,187 | Reduce 71.22% | 22,300 | $8.07 |
| Q4 2019 | +30,280 | Add 64.14% | 77,487 | $18.25 |
| Q3 2019 | +10,427 | Add 28.35% | 47,207 | $14.89 |
| Q2 2019 | +20,925 | Add 131.98% | 36,780 | $13.35 |
| Q1 2019 | -33,992 | Reduce 68.19% | 15,855 | $18.42 |
| Q4 2018 | +49,847 | New Buy | 49,847 | $17.05 |
| Q3 2018 | -14,259 | Sold Out | 0 | $0.00 |
| Q2 2018 | -500,341 | Reduce 97.23% | 14,259 | $16.06 |
| Q1 2018 | -206,610 | Reduce 28.65% | 514,600 | $16.45 |
| Q4 2017 | +485,480 | Add 205.95% | 721,210 | $18.76 |
| Q3 2017 | +70,145 | Add 42.36% | 235,730 | $19.58 |
| Q2 2017 | +81,061 | Add 95.90% | 165,585 | $20.25 |
| Q1 2017 | +84,524 | New Buy | 84,524 | $20.44 |
| Q4 2016 | -82,983 | Sold Out | 0 | $0.00 |
| Q3 2016 | +82,983 | New Buy | 82,983 | $25.68 |
| Q4 2015 | -705,954 | Sold Out | 0 | $0.00 |
| Q3 2015 | -693,985 | Reduce 49.57% | 705,954 | $23.75 |
| Q2 2015 | +417,704 | Add 42.53% | 1.4 M | $31.58 |
| Q1 2015 | -760,865 | Reduce 43.65% | 982,235 | $34.37 |
| Q4 2014 | +538,481 | Add 44.70% | 1.74 M | $30.74 |
| Q3 2014 | -132,255 | Reduce 9.89% | 1.2 M | $27.37 |
| Q2 2014 | +719,820 | Add 116.65% | 1.34 M | $25.08 |
| Q1 2014 | +498,336 | Add 419.76% | 617,054 | $27.40 |
| Q4 2013 | +21,964 | Add 22.70% | 118,718 | $30.23 |
| Q3 2013 | +96,754 | New Buy | 96,754 | $26.16 |
Joel Greenblatt's Sally Beauty Holdings Investment FAQs
Joel Greenblatt first purchased Sally Beauty Holdings, Inc. (SBH) in Q3 2013, acquiring 96,754 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Sally Beauty Holdings, Inc. (SBH) for 42 quarters since Q3 2013.
Joel Greenblatt's largest addition to Sally Beauty Holdings, Inc. (SBH) was in Q2 2014, adding 1,336,874 shares worth $33.53 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 136,300 shares of Sally Beauty Holdings, Inc. (SBH), valued at approximately $1.89 M.
As of the Q1 2026 filing, Sally Beauty Holdings, Inc. (SBH) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Sally Beauty Holdings, Inc. (SBH) was 1,743,100 shares, as reported at the end of Q4 2014.