Position in LOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$86,200,565
-$16,427,653 QoQ
Shares Held
390,950
-10.0% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#127
of 2,639 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Focused Investors LLC holds $152,680,745 across 2 Home Improvement Retail names. LOW ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
390,950 | $86,200,565 | |
| 2 | HD |
Home Depot, Inc.
|
188,500 | $66,480,180 |
All Filings in LOW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,200,565 | 390,950 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $102,628,218 | 434,350 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $107,424,722 | 445,450 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $114,773,277 | 456,700 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $96,935,003 | 436,900 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $104,067,226 | 446,200 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $112,540,800 | 456,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $124,591,000 | 460,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $103,307,556 | 468,600 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $122,856,279 | 482,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $114,112,512 | 512,750 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $107,151,912 | 515,550 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $117,871,825 | 522,250 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $104,944,256 | 524,800 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $109,940,632 | 551,800 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $104,497,484 | 556,400 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $99,072,824 | 567,200 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $89,893,674 | 444,600 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $81,731,376 | 316,200 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $63,900,900 | 315,000 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||