Position in LULU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,155,159
+$675,038 QoQ
Shares Held
10,117
+222.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#331
of 847 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 65%
Shared 15%
None 20%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Dec 31, 2025CallValue
$166,248
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Savant Capital, LLC holds $20,866,945 across 6 Apparel Retail names. LULU ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
93,830 | $14,215,245 | |
| 2 | ROST |
Ross Stores, Inc.
|
18,855 | $4,013,286 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
10,117 | $1,155,159 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
11,615 | $969,620 | |
| 5 | URBN |
Urban Outfitters Inc
|
4,356 | $308,666 | |
| 6 | BURL |
Burlington Stores, Inc.
|
647 | $204,969 |
All Filings in LULU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,155,159 | 10,117 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $480,121 | 3,136 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $330,625 | 1,591 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $166,248 | 800 | Call | Sole | 2026-02-10 | |
| 2025-06-30 | $241,143 | 1,015 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $245,129 | 866 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $377,438 | 987 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $271,621 | 1,001 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $316,323 | 1,059 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $341,037 | 873 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $454,025 | 888 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $289,978 | 752 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $265,328 | 701 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $252,747 | 694 | Shares | Sole | 2023-05-03 | |
| 2021-12-31 | $252,876 | 646 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $259,412 | 641 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||