Cape Investment Advisory, Inc.
Position in LULU — lululemon athletica inc.
CIK 1944437
MCDONOUGH, GA
Position in LULU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$342
-$3,398 QoQ
Shares Held
3
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#825
of 847 holders
Holding Since
Dec 2023
8 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, 2026Cape Investment Advisory, Inc. holds $39,909 across 4 Apparel Retail names. LULU ranks #4 (0.9% of the industry book) .
All Filings in LULU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342 | 3 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $3,740 | 18 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $6,652 | 28 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $22,078 | 78 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $29,827 | 78 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $86,832 | 320 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $781 | 2 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $1,022 | 2 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||