§ RETAIL
USD · RetailSBH
SALLY BEAUTY HOLDINGS INC
USDSector · RetailBeta · 1.15
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
167 increased/new, 91 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 7.1 | P/B | 2.03 |
| EPS (TTM) | 1.76 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Exor N.V. | 182.5M | 92.9% | ±0% |
| BlackRock, Inc. | 15.2M | 0.0% | +2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 8.3M | 0.1% | −65% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.3M | n/a | n/a |
| Dimensional Fund Advisors | 5.9M | 0.0% | +4% |
| State Street | 4.4M | 0.0% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for SBH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER233.1% · 251 holders
QUALITY / COMPOUNDER30.7% · 21 holders
PASSIVE / INDEX22.9% · 10 holders
DEALER / BANK13.7% · 25 holders
INCOME / DEFENSIVE3.5% · 24 holders
SYSTEMATIC / QUANT3.1% · 10 holders
ACTIVIST2.8% · 1 holder
TACTICAL / MACRO1.2% · 3 holders
DEEP VALUE0.0% · 2 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SBH in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SBH yet.