Position in LOW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,813,945
-$628,575 QoQ
Shares Held
35,439
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
6.02%
of 13F equity value
Holder Rank
#509
of 2,639 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Berkeley, Inc holds $7,813,945 across 1 Home Improvement Retail name. LOW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
35,439 | $7,813,945 |
All Filings in LOW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,813,945 | 35,439 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,442,520 | 35,731 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,823,833 | 49,029 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,292,074 | 48,912 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,365,956 | 51,228 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,281,982 | 56,948 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,908,380 | 52,303 | Shares | Sole | 2025-03-28 | |
| 2024-09-30 | $23,813,132 | 87,920 | Shares | Sole | 2025-03-28 | |
| 2024-06-30 | $9,569,727 | 43,408 | Shares | Sole | 2025-03-28 | |
| 2024-03-31 | $8,930,579 | 35,059 | Shares | Sole | 2025-03-28 | |
| 2023-12-31 | $7,913,878 | 35,560 | Shares | Sole | 2025-03-28 | |
| 2023-09-30 | $6,842,716 | 32,923 | Shares | Sole | 2025-03-28 | |
| 2023-06-30 | $7,363,011 | 32,623 | Shares | Sole | 2025-03-28 | |
| 2023-03-31 | $6,399,839 | 32,004 | Shares | Sole | 2025-03-28 | |
| 2022-12-31 | $6,461,751 | 32,432 | Shares | Sole | 2025-03-28 | |
| 2022-09-30 | $6,057,811 | 32,255 | Shares | Sole | 2025-03-28 | |
| 2022-06-30 | $5,523,065 | 31,620 | Shares | Sole | 2025-03-28 | |
| 2022-03-31 | $4,823,242 | 23,855 | Shares | Sole | 2025-03-28 | |
| 2021-12-31 | $6,399,964 | 24,760 | Shares | Sole | 2025-03-28 | |
| 2021-09-30 | $6,432,893 | 31,711 | Shares | Sole | 2025-03-28 | |
| 2021-06-30 | $6,085,808 | 31,375 | Shares | Sole | 2025-03-28 | |
| 2021-03-31 | $5,916,689 | 31,111 | Shares | Sole | 2025-03-28 | |
| 2020-12-31 | $5,030,062 | 31,338 | Shares | Sole | 2025-03-28 | |
| No filing history on record for this holder in this stock. | ||||||