Position in LULU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$640,093
-$133,215 QoQ
Shares Held
5,606
+11.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#397
of 847 holders
Holding Since
Sep 2023
5 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, 2026SAXON INTERESTS, INC. holds $1,070,050 across 2 Apparel Retail names. LULU ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LULU |
lululemon athletica inc.
This page
|
5,606 | $640,093 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
2,838 | $429,957 |
All Filings in LULU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,093 | 5,606 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $773,308 | 5,051 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $760,584 | 3,660 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $228,462 | 1,284 | Shares | Sole | 2025-11-03 | |
| 2023-09-30 | $2,044,504 | 5,302 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||