Position in LULU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,870,154
-$587,101 QoQ
Shares Held
16,379
+2.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#262
of 847 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026SFMG, LLC holds $3,291,381 across 3 Apparel Retail names. LULU ranks #1 (56.8% of the industry book) .
All Filings in LULU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,870,154 | 16,379 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,457,255 | 16,050 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,206,923 | 15,432 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,543,331 | 14,294 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,821,737 | 11,877 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,226,317 | 11,398 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,201,921 | 10,988 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,984,307 | 10,998 | Shares | Sole | 2024-11-25 | |
| 2024-03-31 | $201,966 | 517 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $263,825 | 516 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $205,767 | 565 | Shares | Sole | 2023-05-01 | |
| 2022-03-31 | $204,528 | 560 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $222,735 | 569 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $231,083 | 571 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||