Follow-The-Filings

Security · featured owners

LOW Lowes Cos Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #172
  • Max 10.7%
  • Master 0.01%
  • $243M
  • 2 add 3 reduce 1 exit

LOW (Lowes Cos Inc.) is held in 8 featured 13F books as of 2026 Q2. Claude Leveille - Courant Investment Management is the largest tracked holder by portfolio weight (10.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 10.7% (Claude Leveille - Courant Investment Management) · not free-float ownership

  1. Claude Leveille 10.7%
  2. David Katz add 1.4%
  3. Thomas Gayner add 1.3%
  4. Kentucky Trust Co. reduce 0.77%
  5. Murphy Pohlad 0.60%
  6. Ron Baron reduce 0.07%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Thomas Gayner - Markel Group 2026 Q2 1.3% Add +1.8% 751,980 $166M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.07% Reduce −3.9% 198,685 $44M history
David Katz - Matrix Asset Advisors 2026 Q2 1.4% Add +22.5% 79,680 $18M history
Claude Leveille - Courant Investment Management 2026 Q2 10.7% Hold 50,000 $11M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.60% Hold 7,807 $2M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.77% Reduce −10.7% 7,305 $2M history
Mairs & Power 2026 Q2 0.01% Reduce −0.3% 6,832 $2M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Hold 1,068 $235K history
Rule One Partners exited 2026 Q2 last 2026 Q1 2.4% Exit −2.35% 10,001 $2M history

8 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 8 rows shown

Filed Form Detail Links
4 Period Jul 9, 2026 · 5 forms Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 17, 2026 Filing Doc
4 Period Jun 16, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period May 29, 2026 · 11 forms Filing Doc
4 Period Apr 1, 2026 · 4 forms Filing Doc

Updated 13 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $97.06B $86.38B $83.67B
Gross profit $32.26B $28.84B $27.88B
Gross margin * 33.2% 33.4% 33.3%
Net income $6.44B $7.73B $6.96B
Net margin * 6.6% 8.9% 8.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $21.44B $19.07B $20.36B
Total non-current assets * $22.27B $22.72B $22.74B
Total assets $43.71B $41.8B $43.1B
Total current liabilities $19.51B $15.57B $18.76B
Total non-current liabilities * $38.45B $41.28B $38.58B
Total equity -$14.25B -$15.05B -$14.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.59B $8.14B $9.62B
Cash from investing -$1.31B -$1.9B -$1.74B
Cash from financing -$7.05B -$6.67B -$7.05B
Net change in cash $215M -$427M $840M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders