Applied Finance Capital Management, LLC

Position in LOW — Lowes Companies Inc

CIK 1966007 SAN JUAN, PR

Position in LOW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$15,615,322

-$7,487,191 QoQ

Shares Held

70,821

-27.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#359

of 2,639 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $16,581,665 across 2 Home Improvement Retail names. LOW ranks #1 (94.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	70,821	$15,615,322
2	HD	Home Depot, Inc.	2,740	$966,343

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,615,322	70,821	-27.6%	Shares	Sole	2026-07-28
2026-03-31	$23,102,513	97,776	-0.9%	Shares	Sole	2026-05-04
2025-12-31	$23,787,540	98,638	+2.6%	Shares	Sole	2026-02-05
2025-09-30	$24,167,980	96,168	-0.4%	Shares	Sole	2025-11-06
2025-06-30	$21,423,323	96,558	-4.8%	Shares	Sole	2025-07-29
2025-03-31	$23,647,889	101,393	-32.7%	Shares	Sole	2025-05-07
2024-12-31	$37,199,176	150,726	-14.3%	Shares	Sole	2025-02-13
2024-09-30	$47,650,640	175,930	+5.8%	Shares	Sole	2024-11-08
2024-06-30	$36,675,064	166,357	+27.7%	Shares	Sole	2024-07-31
2024-03-31	$33,180,875	130,259	+23.8%	Shares	Sole	2024-05-07
2023-12-31	$23,420,939	105,239	+11.3%	Shares	Sole	2024-02-08
2023-09-30	$19,653,142	94,559	+3.1%	Shares	Sole	2023-11-08
2023-06-30	$20,705,943	91,741	+3.4%	Shares	Sole	2023-08-14
2023-03-31	$17,749,137	88,759	-4.3%	Shares	Sole	2023-05-12
2022-12-31	$18,474,329	92,724	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.