TWINBEECH CAPITAL LP

Position in ULTA — Ulta Beauty, Inc.

CIK 1769646 PURCHASE, NY

Position in ULTA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$342,897

-$47,125,073 QoQ

Shares Held

656

-99.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

TWINBEECH CAPITAL LP holds $12,039,989 across 4 Specialty Retail names. ULTA ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSCO	Tractor Supply Co /De/	235,532	$10,669,599
2	SBH	Sally Beauty Holdings, Inc.	50,390	$697,901
3	ULTA	Ulta Beauty, Inc. This page	656	$342,897
4	SVV	Savers Value Village, Inc.	44,300	$329,592

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$342,897	656	-99.5%	Shares	Sole	2026-05-15
2024-09-30	$47,467,970	121,988	+36.5%	Shares	Sole	2024-11-14
2024-03-31	$46,734,491	89,379	+9.1%	Shares	Sole	2024-05-15
2023-09-30	$32,715,753	81,902	+39.9%	Shares	Sole	2023-11-14
2023-06-30	$27,555,512	58,554	-50.3%	Shares	Sole	2023-08-14
2022-09-30	$47,277,834	117,844	+928.4%	Shares	Sole	2022-11-14
2022-06-30	$4,417,215	11,459	-11.9%	Shares	Sole	2022-08-15
2021-06-30	$4,499,159	13,012	-28.0%	Shares	Sole	2021-08-16
2021-03-31	$5,587,320	18,072	+392.7%	Shares	Sole	2021-05-17
2020-09-30	$821,558	3,668	-79.8%	Shares	Sole	2020-11-16
2020-06-30	$3,690,852	18,144	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.