LRI Investments, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in BJ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$697
-$75,558 QoQ
Shares Held
8
-99.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 632 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026LRI Investments, LLC holds $3,885,567 across 8 Discount Stores names. BJ ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
25,153 | $2,848,828 | |
| 2 | COST |
Costco Wholesale Corp /New
|
608 | $568,765 | |
| 3 | TGT |
Target Corp
|
1,975 | $257,953 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
1,505 | $182,029 | |
| 5 | DG |
Dollar General Corp
|
208 | $23,942 | |
| 6 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
36 | $2,767 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
8 | $697 | |
| 8 | PSMT |
Pricesmart Inc
|
3 | $586 |
All Filings in BJ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697 | 8 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $76,255 | 847 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $71,989 | 772 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $109,663 | 1,017 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $116,039 | 1,017 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $151,090 | 1,691 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $158,196 | 1,918 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $171,551 | 1,953 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||