Curi Capital, LLC

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1332905 CHICAGO, IL

Position in BJ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,442,888

-$1,013,571 QoQ

Shares Held

188,522

+6.3% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#80

of 632 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

Curi Capital, LLC holds $36,481,450 across 5 Discount Stores names. BJ ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BJ	BJ's Wholesale Club Holdings, Inc. This page	188,522	$16,442,888
2	TGT	Target Corp	81,508	$10,645,759
3	WMT	Walmart Inc.	39,752	$4,502,311
4	COST	Costco Wholesale Corp /New	4,224	$3,951,425
5	DG	Dollar General Corp	8,158	$939,067

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,442,888	188,522	+6.3%	Shares	Other	2026-08-14
2026-03-31	$17,456,459	177,367	+8.4%	Shares	Other	2026-05-15
2025-12-31	$14,728,457	163,595	-3.0%	Shares	Sole	2026-02-17
2025-09-30	$15,727,264	168,657	+9.6%	Shares	Sole	2025-11-13
2025-06-30	$16,598,163	153,929	-3.3%	Shares	Other	2025-08-14
2025-03-31	$18,171,794	159,262	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$13,854,074	155,054	+8.3%	Shares	Sole	2025-02-13
2024-09-30	$11,804,950	143,125	+18.6%	Shares	Sole	2024-11-06
2024-06-30	$10,604,484	120,725	+1.4%	Shares	Sole	2024-08-13
2024-03-31	$9,009,915	119,100	+8.3%	Shares	Sole	2024-05-15
2023-12-31	$7,331,133	109,978	+3.1%	Shares	Sole	2024-02-14
2023-09-30	$7,612,681	106,665	+13.2%	Shares	Sole	2023-11-13
2023-06-30	$5,937,936	94,238	+3.2%	Shares	Sole	2023-08-11
2023-03-31	$6,945,419	91,303	+592.3%	Shares	Sole	2023-05-11
2022-12-31	$872,584	13,189	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.