NYSE · Consumer Discretionary

SharkNinja SN

SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally.

Consumer Electronics/Appliances

Company profile

Business mix

  • It offers cleaning appliances, including corded and cordless vacuums, such as handheld and robotic vacuums, as well as other floorcare products comprising steam mops, wet/dry cleaning floor products, and carpet extraction.
  • The company also provides food preparation appliances, which include blenders, food processors, ice cream makers, juicers, and frozen drink appliances and coolers.
  • It sells its products through traditional brick-and-mortar retail channels and e-commerce channels, distributors, and direct-to-consumer channels under Shark and Ninja brands.
  • SharkNinja, Inc. was incorporated in 2017 and is headquartered in Needham, Massachusetts.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in furnishings, fixtures & appliances?
  • 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 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 24.16 FCF 2.27% Buyback -0.48%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $205.4M 2026-03-31
Southeastern Asset Management Mason Hawkins 1.3% $26.5M 2026-03-31
Third Point Dan Loeb 0.7% $13.8M 2026-03-31
Miller Value Partners Bill Miller 0.2% $611,572 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 3 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $611,572 Estimated from net added shares
Reduction amount $165.7M Estimated from net reduced shares
Net share change / base shares -40.1% -1,558,982 / 3,885,248
Third Point Dan Loeb 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 50.0% 13F value change +$66.9M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -33.3% 13F value change -$51.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -89.1% 13F value change -$120.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,200,000 Last 3 periods -1,069,491 (-89.1%) Total shares 130,509 Value $13.8M
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$611,572
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +5,775 (New) Total shares 5,775 Value $611,572
Southeastern Asset Management Mason Hawkins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -4.6% 13F value change -$288,856
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -43.0% 13F value change -$20.0M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -13.3% 13F value change -$5.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 531,660 Last 3 periods -280,994 (-52.9%) Total shares 250,666 Value $26.5M
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -5.2% 13F value change -$2.6M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.6% 13F value change +$12.0M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -2.5% 13F value change -$17.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 2,153,588 Last 3 periods -214,272 (-9.9%) Total shares 1,939,316 Value $205.4M

Recent mentions

No public mentions.