Position in SN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$602,950,825
+$373,503,757 QoQ
Shares Held
3,959,748
+82.8% QoQ
Ownership
2.81%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#4
of 554 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SN Over Time
Shares Held
Position Value (USD)
Derivatives in SN
reported options exposure · as of Mar 31, 2026CallValue
$13,321,796
CallShares
125,796
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026UBS Group AG holds $973,155,104 across 30 Furnishings, Fixtures & Appliances names. SN ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SN |
SharkNinja, Inc.
This page
|
3,959,748 | $602,950,825 | |
| 2 | SGI |
Somnigroup International Inc.
|
2,355,412 | $184,664,300 | |
| 3 | MHK |
Mohawk Industries Inc
|
505,724 | $61,359,492 | |
| 4 | WHR |
Whirlpool Corp /De/
|
1,016,112 | $40,055,135 | |
| 5 | ALH |
Alliance Laundry Holdings Inc.
|
632,682 | $16,778,725 | |
| 6 | MBC |
MasterBrand, Inc.
|
1,361,158 | $14,006,315 | |
| 7 | TILE |
Interface Inc
|
366,257 | $13,126,650 | |
| 8 | LEG |
Leggett & Platt Inc
|
847,573 | $9,925,078 |
All Filings in SN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,950,825 | 3,959,748 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,321,796 | 125,796 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $229,447,068 | 2,166,639 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $230,502,696 | 2,059,899 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $14,076,572 | 125,796 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $16,785,000 | 150,000 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $180,441,015 | 1,749,307 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $22,032,427 | 213,596 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $12,452,546 | 125,796 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $285,765,418 | 2,886,811 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,919,350 | 35,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $55,396,833 | 664,151 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $38,819,378 | 398,720 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $7,788,800 | 80,000 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $8,696,800 | 80,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $13,236,963 | 121,764 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,076,169 | 27,627 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $6,012,000 | 80,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $8,397,003 | 134,805 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $2,803,050 | 45,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $3,872,085 | 75,671 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,285,006 | 27,718 | Shares | Defined | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||