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Sally Beauty Holdings, Inc.

SBH Consumer Discretionary
$13.28 +$0.03 (0.23%)
Market Cap: $1.27 B
Gurus Holding
9
Popularity Rank
#592
% of Shares Held
6.02%
Net Activity (Q1 2026)
-$610,105.37

Guru Ownership Trend

Guru Analysis for Sally Beauty Holdings, Inc. (SBH)

Sally Beauty Holdings, Inc. (SBH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $76.23 M.

Top institutional holders include Ken Fisher and Mario Gabelli.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $610,105.37 net outflow during the quarter.

Recent activity highlights John Hussman who increased their stake by 150.0%. Conversely, Ken Fisher reduced exposure by 6.4%.

Key Holders

Top 5 by Value

$53.36 M
$11.26 M
$4.39 M
$3.17 M
$2.91 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.5 M
Total Buy Value
New Buys 1
Additions 5
-$6.11 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Sally Beauty Holdings, Inc. (SBH)

Major holders include Ken Fisher ($53.36 M), Mario Gabelli ($11.26 M), Cliff Asness ($4.39 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 5.74 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $610,105.37, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SBH. The total reported sell value was $6.11 M.

Yes, 1 managers opened new positions in SBH, and 5 increased their existing holdings. The total reported buy value was $5.5 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -6.4% 3,852,679 $53.36 M Q1 2026
0.11% Reduce -1.1% 813,251 $11.26 M Q1 2026
0.00% Add 1.9% 318,806 $4.39 M Q1 2026
0.01% New Buy 229,166 $3.17 M Q1 2026
0.63% Add 150.0% 210,000 $2.91 M Q1 2026
0.01% Reduce -4.3% 136,300 $1.89 M Q1 2026
0.18% Add 1.1% 89,190 $1.24 M Q1 2026
0.01% Add 53.1% 60,249 $834,449 Q1 2026
0.00% Add 88.1% 30,495 $422,356 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form