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AZO AutoZone

Consumer Discretionary, filed as AUTOZONE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 3.8%
  • $116M
  • 1 new 1 small

In 2026 Q2 Ben Jacobs opened a position in AutoZone.

Who owns this now

Largest portfolio weights among holders, up to 3.8% (Ben Jacobs, Anomaly Capital Management). Not free-float ownership.

  1. Ben Jacobs New 3.8%
  2. Tweedy, Browne Co. Reduce 1.3%

Who owns AZO

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Jacobs, Anomaly Capital Management 3.8% New 3.8% 30,816 $98M History
Tweedy, Browne Co. 1.3%, was 1.5% Small trim −0.1% 5,530 $18M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AZO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AZO insider trades
  • $1.7M bought by 3 insiders
  • $38.9M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Dennis W. LeRiche Sr. Vice President
    Sale
    $4.5M 1,455 shares at $3,100.00 77% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  2. Brian Hannasch Director
    Buy
    $493K 165 shares at $2,987.00 +16% to stake
    Traded May 29 Filed May 29
    ↗
  3. Earl G Graves Jr. Director
    Sale
    $174K 50 shares at $3,478.72 1% of stake
    Traded Apr 10 Filed Apr 14
    ↗
  4. George R Mrkonic Jr. Director
    Sale
    $1.1M 336 shares at $3,202.00 9.4% of stake
    Traded Dec 31, 2024 Filed Feb 27
    ↗
  5. Richard Craig Smith Sr. Vice President
    Sale
    $21.9M 5,910 shares at $3,700.00 69% of stake
    Traded Jan 23 Filed Jan 27
    ↗
  6. Richard Craig Smith Sr. Vice President
    Sale
    $11.2M 3,190 shares at $3,500.00 55% of stake
    Traded Jan 16 Filed Jan 20
    ↗
  7. George R Mrkonic Jr. Director
    Sale
    $324K 97 shares at $3,341.99 2.6% of stake
    Traded Jan 2 Filed Jan 5
    ↗
  8. Earl G Graves Jr. Director
    Sale
    $824K 250 shares at $3,295.00 4.9% of stake
    Traded Jan 2 Filed Jan 5
    ↗
  9. Michael A George Director
    Buy
    $493K 145 shares at $3,398.13 +34% to stake
    Traded Dec 22, 2025 Filed Dec 22, 2025
    ↗
  10. Brian Hannasch Director
    Buy
    $499K 147 shares at $3,393.09 +18% to stake
    Traded Dec 18, 2025 Filed Dec 19, 2025
    ↗
  11. Jamere Jackson CFO
    Buy
    $188K 55 shares at $3,413.50 +13% to stake
    Traded Dec 10, 2025 Filed Dec 12, 2025
    ↗
  12. K. Michelle Borninkhof Senior Vice President & CIO
    Planned sale
    $1.1M 300 shares at $3,775.00 42% of stake
    Traded Oct 27, 2025 Filed Oct 29, 2025
    ↗
  13. Philip B. Daniele CEO
    Sale
    $10.2M 2,533 shares at $4,020.88 98% of stake
    Traded Oct 17, 2025 Filed Oct 20, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 34 stock grants, 5 option exercises, and 4 gifts.

Congress

10 members of Congress traded AZO in the last three years: 6 buys and 11 sales. 9 members listed it in 2025 annual reports.

All Congress trades
  1. Rick W. Allen R-GA-12Spouse Sell $15K–$50K Sep 22 filed Oct 14
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K May 29 filed Jun 8
  4. Markwayne Mullin R-OKJoint Sell $50K–$100K Feb 25 filed Mar 10
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 30 filed Feb 13
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Dec 24, 2025 filed Jan 12

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
424B2 Filing Doc
8-K 1.01,9.01 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $17.46B $18.49B $18.94B $20.34B
Gross profit $9.07B $9.82B $9.97B $10.64B
Gross margin * 52.0% 53.1% 52.6% 52.3%
Net income $2.53B $2.66B $2.5B $2.57B
Net margin * 14.5% 14.4% 13.2% 12.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $6.78B $7.31B $8.34B $9.11B
Total non-current assets * $9.21B $9.87B $11.01B $12.52B
Total assets $15.99B $17.18B $19.36B $21.63B
Total current liabilities $8.51B $8.71B $9.52B $10.11B
Total equity -$4.35B -$4.75B -$3.41B -$2.5B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $2.94B $3B $3.12B $3.25B
Cash from investing -$0.876B -$1.29B -$1.4B -$1.44B
Cash from financing -$2.06B -$1.68B -$1.75B -$1.77B
Net change in cash $12.67M $21.12M -$26.37M $54.31M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.