NYSE · Consumer Discretionary

AMER SPORTS INC AS

Amer Sports, Inc. designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories in Europe, the Middle East, Africa, the Americas, Mainland China, Hong Kong, Macau, Taiwan, and the Asia Pacific. It operates through three segments: Technical Apparel, Outdoor Performance, and Ball & Racquet Sports.

Leisure

Company profile

Business mix

  • It operates through three segments: Technical Apparel, Outdoor Performance, and Ball & Racquet Sports.
  • The Technical Apparel segment offers outdoor apparel, footwear, and accessories, which include climbing gear.
  • The Outdoor Performance segment provides hiking and running footwear, functional apparel, skiing and snowboarding gear, and lifestyle footwear products.
  • The Ball & Racquet Sports segment offers sports equipment for tennis, baseball, American football, basketball, golf, and various other professional and recreational sports, as well as functional athletic apparel.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in leisure?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 42.01 FCF 2.46% Buyback -8.04%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 0.7% $239.3M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $34.8M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $172.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +169.5% +5,237,456 / 3,089,827
Viking Global Investors Andreas Halvorsen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 64.8% 13F value change +$87.5M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 63.5% 13F value change +$70.0M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -24.1% 13F value change -$40.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 51.0% 13F value change +$59.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,354,335 Last 4 periods +4,916,141 (+208.8%) Total shares 7,270,476 Value $239.3M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 24.4% 13F value change +$15.8M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 6.8% 13F value change -$1.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -12.9% 13F value change -$2.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 24.1% 13F value change +$3.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 735,492 Last 4 periods +321,315 (+43.7%) Total shares 1,056,807 Value $34.8M
Soros Fund Management George Soros 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$14.7M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 13.7% 13F value change +$9.6M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -27.0% 13F value change -$8.4M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$15.9M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.