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Smead Capital Management, Inc.

Position in ULTA — Ulta Beauty, Inc.

CIK 1427008 Phoenix, AZ

Position in ULTA

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$65,283,865
-$21,521,154 QoQ
Shares Held
124,895
-13.0% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
10 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in ULTA Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Mar 31, 2026

Smead Capital Management, Inc. holds $65,283,865 across 1 Specialty Retail name. ULTA ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ULTA
Ulta Beauty, Inc.
This page
124,895 $65,283,865

All Filings in ULTA

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10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $65,283,865 124,895
2025-12-31 $86,805,019 143,477
2025-09-30 $83,884,025 153,423
2025-06-30 $77,264,215 165,158
2025-03-31 $68,604,192 187,167
2024-12-31 $89,113,242 204,891
2021-03-31 $21,403,839 69,230
2020-12-31 $18,053,462 62,869
2020-09-30 $14,700,031 65,631
2020-06-30 $14,806,534 72,788