# Ulta Beauty (ULTA): value investors who own it | moatshark

1 value investor held Ulta Beauty in their Q3 2026 13F, led by Smead Capital Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Smead Capital Management | 1.4% | $63.6m | Trimmed -1.2% | 8 |
| Mairs & Power | 0.0% | $0k | Sold out | 9 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-17 | Steelman Kecia | President and CEO | Sold | 2000 | $1.1m |
| 2026-09-11 | Nagler Lorna | Director | Sold | 600 | $322k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Smead Value Fund | Smead Capital Management | 1.3% | $49.8m | 2026-05-29 |

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