Kemnay Advisory Services Inc.

Position in SBH — Sally Beauty Holdings, Inc.

CIK 1555283 New York, NY

Position in SBH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$129,041

+$117,615 QoQ

Shares Held

9,126

+1006.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#175

of 248 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Kemnay Advisory Services Inc. holds $272,877 across 5 Specialty Retail names. SBH ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBH	Sally Beauty Holdings, Inc. This page	9,126	$129,041
2	DKS	Dick's Sporting Goods, Inc.	518	$117,487
3	CASY	Caseys General Stores Inc	16	$12,716
4	WSM	Williams Sonoma Inc	32	$7,459
5	ASO	Academy Sports & Outdoors, Inc.	131	$6,174

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,041	9,126	+1006.2%	Shares	Sole	2026-08-14
2026-03-31	$11,426	825	-90.4%	Shares	Sole	2026-05-15
2025-12-31	$122,849	8,615	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.