Position in SBH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,388,037
+$2,157,135 QoQ
Shares Held
310,328
+92.7% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 248 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBH Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $113,077,926 across 26 Specialty Retail names. SBH ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
82,832 | $19,308,138 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
438,683 | $13,866,768 | |
| 3 | BBY |
Best Buy Co Inc
|
178,562 | $13,549,284 | |
| 4 | CASY |
Caseys General Stores Inc
|
14,832 | $11,788,325 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
41,746 | $9,468,410 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
18,825 | $8,489,698 | |
| 7 | FIVE |
Five Below, Inc
|
34,418 | $6,188,011 | |
| 8 | SBH |
Sally Beauty Holdings, Inc.
This page
|
310,328 | $4,388,037 |
All Filings in SBH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,388,037 | 310,328 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,230,902 | 161,076 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,399,447 | 98,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $867,837 | 53,307 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $359,602 | 38,834 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $434,993 | 48,172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $420,476 | 40,237 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $516,283 | 38,046 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $372,297 | 34,697 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $389,441 | 31,356 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $408,280 | 30,744 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||