Position
Third Point 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 −$783.1K$111.90 → $105.90
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.2M | $134.3M | — | — | — | 1.8% |
| Q1 2026 | 130.5K | $13.8M | $105.90 | −$783.1K | −$119.7M | 0.7% |