LULU position history
The shares of Lululemon (LULU) that Giverny Capital Inc. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 9,230 shares, $3.7M, 0.11% of portfolio
- 2021 Q4: 4,615 shares, $1.8M, 0.10% of portfolio, Reduce −50.0%
- 2022 Q1: 4,615 shares, $1.7M, 0.10% of portfolio
- 2022 Q2: 4,615 shares, $1.3M, 0.08% of portfolio
- 2022 Q3: 59,953 shares, $17M, 1.1% of portfolio, Add +1199.1%
- 2022 Q4: 219,690 shares, $70M, 4.4% of portfolio, Add +266.4%
- 2023 Q1: 114,077 shares, $42M, 2.5% of portfolio, Reduce −48.1%
- 2023 Q2: 115,880 shares, $44M, 2.3% of portfolio, Add +1.6%
- 2023 Q3: 241,178 shares, $93M, 5.0% of portfolio, Add +108.1%
- 2023 Q4: 121,777 shares, $62M, 2.9% of portfolio, Reduce −49.5%
- 2024 Q1: 129,251 shares, $50M, 2.1% of portfolio, Add +6.1%
- 2024 Q2: 130,113 shares, $39M, 1.6% of portfolio, Add +0.7%
- 2024 Q3: 141,477 shares, $38M, 1.5% of portfolio, Add +8.7%
- 2024 Q4: 286,736 shares, $110M, 4.0% of portfolio, Add +102.7%
- 2025 Q1: 286,338 shares, $81M, 3.0% of portfolio, Reduce −0.1%
- 2025 Q2: 143,977 shares, $34M, 1.2% of portfolio, Reduce −49.7%
- 2025 Q3: 288,002 shares, $51M, 1.7% of portfolio, Add +100.0%
- 2025 Q4: 144,237 shares, $30M, 1.00% of portfolio, Reduce −49.9%
- 2026 Q1: 142,600 shares, $22M, 0.80% of portfolio, Reduce −1.1%
- 2026 Q2: 128,803 shares, $15M, 0.49% of portfolio, Reduce −9.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|