Home / Leaderboard / PetSmart LLC
PetSmart LLC
Ken Hicks · Asset Manager · Buyout
PetSmart LLC is a leading North American pet specialty retailer that also operates as a strategic institutional investor through its corporate holdings. Founded in 1986 and headquartered in Phoenix, Arizona, the company provides a comprehensive range of pet food, supplies, and services, including grooming, training, and veterinary care, across a network of over 1,600 stores. In 2015, PetSmart was taken private by a consortium led by BC Partners in an $8.7 billion transaction. The firm gained significant prominence as an institutional manager following its 2017 strategic acquisition of the e-commerce giant Chewy, Inc., which it integrated into its omnichannel platform before a subsequent partial spin-off. PetSmart continues to manage its corporate assets with a focus on capturing the growing 'humanization of pets' trend and expanding its digital footprint within the global pet care industry.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -39.6% |
| YTD return | -27.7% |
| Sharpe ratio | -2.39 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.petsmart.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CHWY | Chewy Inc | 100.0% | -39.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | CHWY | 0.0% → 100.0% |
Investment Style Analysis
PetSmart LLC is widely recognized for employing a Buyout strategy. As of Aug 20, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, PetSmart LLC made a significant move by increasing exposure to CHWY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
PetSmart LLC’s investment philosophy centers on the strategic integration of retail, services, and digital commerce to create a complete pet care ecosystem. The firm focuses on long-term acquisitions that enhance its omnichannel capabilities and capitalize on the premiumization of pet products and services. By leveraging its vast physical store network to support e-commerce ventures and high-margin specialized services, PetSmart aims to maximize the lifetime value of its customer base and maintain a dominant market position.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with PetSmart LLC.
Similar Investment Style
Based on Buyout.
- Lindsay Goldberg LLC — Robert D. Lindsay · 3M -11.3%
- Bausch Health Companies Inc. — Thomas J. Appio · 3M +8.0%
- Sociedad Estatal de Participaciones Industriales — María Belén Gualda González · 3M 0.0%
- Baring Vostok Capital Partners Limited — Michael Calvey · 3M +13.3%
Frequently asked questions
How is the simulated portfolio for PetSmart LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is PetSmart LLC's largest holding?
As of the latest filing, PetSmart LLC's top position is Chewy Inc (CHWY), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is PetSmart LLC's historical performance and risk profile?
Our simulation indicates a total return of -39.6%. Notably, the portfolio maintains a Sharpe Ratio of -2.39, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does PetSmart LLC primarily invest in?
PetSmart LLC has a strong preference for the Internet Retail sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is PetSmart LLC's portfolio concentrated or diversified?
PetSmart LLC runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has PetSmart LLC performed in 2026?
Our AI-simulated model portfolio for PetSmart LLC tracks a Year-to-Date (YTD) return of -27.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ken Hicks manage PetSmart LLC directly?
Yes, Ken Hicks serves as the key portfolio manager for PetSmart LLC, overseeing the investment strategy and final capital allocation decisions.