# Sharkninja (SN): value investors who own it | moatshark

4 value investors held Sharkninja in their Q3 2026 13F, led by Southeastern Asset Management, Miller Value Partners, Polen Capital Management, First…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Southeastern Asset Management | 0.5% | $9.6m | Trimmed -75% | 12 |
| Miller Value Partners | 0.2% | $903k | Added +2.7% | 2 |
| Polen Capital Management | 0.0% | $631k | Added +66% | 2 |
| First Eagle Investment Management | 0.0% | $1.2m | Added +1.5% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-26 | Shah Neil B. | Chief Commercial Officer | Sold | 39059 | $7.3m |
| 2026-08-26 | Shah Neil B. | Chief Commercial Officer | Sold | 10941 | $2.0m |
| 2026-08-20 | Feld Peter | Director | Sold | 5000 | $900k |
| 2026-08-10 | Shah Neil B. | Chief Commercial Officer | Sold | 18721 | $3.5m |
| 2026-08-10 | Shah Neil B. | Chief Commercial Officer | Sold | 1457 | $271k |
| 2026-08-10 | Shah Neil B. | Chief Commercial Officer | Sold | 155 | $29k |
| 2026-08-07 | Shah Neil B. | Chief Commercial Officer | Sold | 22723 | $4.2m |
| 2026-08-07 | Shah Neil B. | Chief Commercial Officer | Sold | 6944 | $1.3m |
| 2026-08-07 | Quigley Adam | Chief Financial Officer | Sold | 1750 | $322k |
| 2026-08-06 | Barrocas Mark | Chief Executive Officer | Sold | 250000 | $46.3m |
| 2026-08-05 | Barrocas Mark | Chief Executive Officer | Sold | 250000 | $42.5m |
| 2026-07-17 | Barrocas Mark | Chief Executive Officer | Sold | 250000 | $38.8m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/sn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.