Position
Shellback Capital, LP in SharkNinja, Inc.
Back to the book · All holders of SN
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$1.17M$111.90 → $105.90
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 504.3K | $56.4M | — | — | — | 5.4% |
| Q1 2026 | 195K | $20.7M | $105.90 | −$1.17M | −$34.6M | 2.9% |