CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in LOW — Lowes Companies Inc

CIK 1442056 ST. LOUIS, MO

Position in LOW

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$42,526,787

-$7,107,134 QoQ

Shares Held

192,874

-8.2% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#193

of 2,642 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $159,989,907 across 3 Home Improvement Retail names. LOW ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	311,263	$109,776,234
2	LOW	Lowes Companies Inc This page	192,874	$42,526,787
3	FND	Floor & Decor Holdings, Inc.	131,310	$7,686,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,526,787	192,874	-8.2%	Shares	Sole	2026-07-01
2026-03-31	$49,633,921	210,064	-6.1%	Shares	Sole	2026-04-01
2025-12-31	$53,950,868	223,714	-0.1%	Shares	Sole	2026-01-05
2025-09-30	$56,274,340	223,924	-1.4%	Shares	Sole	2025-10-14
2025-06-30	$50,393,997	227,133	-0.6%	Shares	Sole	2025-07-01
2025-03-31	$53,280,693	228,447	-1.8%	Shares	Sole	2025-04-01
2024-12-31	$57,392,846	232,548	-3.5%	Shares	Sole	2025-01-02
2024-09-30	$65,263,203	240,957	-2.4%	Shares	Sole	2024-10-31
2024-06-30	$54,405,780	246,783	-1.9%	Shares	Sole	2024-07-01
2024-03-31	$64,107,134	251,667	-1.8%	Shares	Sole	2024-04-01
2023-12-31	$57,026,212	256,240	-2.4%	Shares	Sole	2024-11-05
2023-09-30	$54,556,960	262,495	-3.0%	Shares	Sole	2023-10-10
2023-06-30	$61,088,413	270,662	-2.8%	Shares	Sole	2023-07-03
2023-03-31	$55,655,650	278,320	-5.5%	Shares	Sole	2023-04-04
2022-12-31	$58,676,379	294,501	-2.4%	Shares	Sole	2023-01-04
2022-09-30	$56,651,759	301,644	-1.0%	Shares	Sole	2022-10-03
2022-06-30	$53,215,136	304,661	-1.3%	Shares	Sole	2022-07-12
2022-03-31	$62,398,260	308,612	-1.2%	Shares	Sole	2022-04-04
2021-12-31	$80,721,236	312,292	-2.4%	Shares	Sole	2022-01-04
2021-09-30	$64,896,536	319,908	-0.8%	Shares	Sole	2021-10-04
2021-06-30	$62,562,889	322,539	-6.2%	Shares	Sole	2021-07-01
2021-03-31	$65,414,502	343,961	-0.2%	Shares	Sole	2021-04-05
2020-12-31	$55,315,437	344,623	-4.2%	Shares	Sole	2021-01-25
2020-09-30	$59,650,387	359,643	-1.9%	Shares	Sole	2020-10-19
2020-06-30	$49,539,045	366,630	-1.4%	Shares	Sole	2020-07-01
2020-03-31	$32,003,888	371,922	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.