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FIRST MANHATTAN CO. LLC.

Position in LOW — Lowes Companies Inc

CIK 728083 NEW YORK, NY

Position in LOW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$290,426,120
-$40,230,964 QoQ
Shares Held
1,317,185
-5.9% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#43
of 2,639 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in LOW Over Time

Shares Held

Position Value (USD)

Position in Home Improvement Retail

Consumer Cyclical · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $309,047,976 across 2 Home Improvement Retail names. LOW ranks #1 (94.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LOW
Lowes Companies Inc
This page
1,317,185 $290,426,120

All Filings in LOW

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $290,426,120 1,317,185
2026-03-31 $330,657,084 1,399,429
2025-12-31 $361,260,091 1,498,010
2025-09-30 $371,415,069 1,477,916
2025-06-30 $330,881,608 1,491,331
2025-03-31 $328,362,884 1,407,893
2024-12-31 $345,385,987 1,399,457
2024-09-30 $377,496,916 1,393,749
2024-06-30 $305,734,148 1,386,801
2024-03-31 $344,541,175 1,352,574
2023-12-31 $299,912,831 1,347,620
2023-09-30 $262,417,536 1,262,594
2023-06-30 $281,805,183 1,248,583
2023-03-31 $244,661,895 1,223,493
2022-12-31 $230,173,205 1,155,256
2022-09-30 $139,863,985 744,710
2022-06-30 $124,154,911 710,797
2022-03-31 $139,397,267 689,437
2021-12-31 $151,881,555 587,595
2021-09-30 $118,630,499 584,790
2021-06-30 $96,344,511 496,698
2021-03-31 $68,907,348 362,327
2020-12-31 $21,447,506 133,621
2020-09-30 $22,902,943 138,086
2020-06-30 $19,004,222 140,647
2020-03-31 $12,183,647 141,588