Soho House & Co Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SHCO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Jul 24	SellUS$19,888	Andrew Carnie	Individual	3,871	US$5.14
26 Jul 24	SellUS$314,726	Andrew Carnie	Individual	61,042	US$5.20
24 Jul 24	SellUS$316,165	Andrew Carnie	Individual	56,934	US$5.64
20 Jun 24	BuyUS$2,670	Yusef Jackson	Individual	500	US$5.34

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SHCO?
Owner Type	Number of Shares	Ownership Percentage
General Public	19,480,083	10%
Institutions	29,829,513	15.3%
Individual Insiders	66,656,643	34.2%
VC/PE Firms	78,919,966	40.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 89.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
40.5%	The Yucaipa Companies, LLC	78,919,966	US$569.8m	0%	100.0%
21.3%	Richard Caring	41,512,104	US$299.7m	0%	no data
8.03%	Goldman Sachs Group, Investment Banking and Securities Investments	15,647,471	US$113.0m	0%	0.04%
6.61%	Ronald Burkle	12,874,474	US$93.0m	0%	no data
5.15%	Nick Jones	10,042,171	US$72.5m	0%	no data
1.34%	Lansdowne Partners Limited	2,619,959	US$18.9m	0%	0.29%
1.06%	Scoggin Capital Management LLC	2,075,000	US$15.0m	3.75%	4.83%
0.98%	Pelham Capital Ltd	1,905,803	US$13.8m	-36.5%	6.52%
0.6%	LPL Financial Corporation, Asset Management Arm	1,174,307	US$8.5m	1.38%	no data
0.59%	Broad Street Principal Investments, L.L.C.	1,140,310	US$8.2m	0%	3.65%
0.46%	Andrew Carnie	891,566	US$6.4m	31.2%	no data
0.41%	The Vanguard Group, Inc.	806,487	US$5.8m	-0.16%	no data
0.38%	BlackRock, Inc.	745,696	US$5.4m	-1.25%	no data
0.32%	Mark Ein	614,781	US$4.4m	0%	no data
0.25%	Thematics Asset Management	496,210	US$3.6m	4.65%	0.07%
0.21%	Geode Capital Management, LLC	402,463	US$2.9m	-2.74%	no data
0.19%	Raycliff Capital LLC	364,122	US$2.6m	0%	no data
0.17%	Martin Kuczmarski	333,806	US$2.4m	0%	no data
0.17%	Neuberger Berman Investment Advisers LLC	332,601	US$2.4m	9.66%	no data
0.13%	Millennium Management LLC	251,831	US$1.8m	71.9%	no data
0.1%	GSA Capital Partners LLP	194,025	US$1.4m	5.16%	0.07%
0.092%	State Street Global Advisors, Inc.	178,994	US$1.3m	0.21%	no data
0.088%	Nationwide Fund Advisors	172,120	US$1.2m	101%	0.01%
0.083%	UBS Asset Management AG	161,419	US$1.2m	13.3%	no data
0.064%	Segantii Capital Management Limited	125,000	US$902.5k	0%	0.09%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 06:41
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/29
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Soho House & Co Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Shaun Kelley	BofA Global Research
Steven Zaccone	Citigroup Inc
Stephen Grambling	Goldman Sachs