Position in LULU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$269,578
+$189,364 QoQ
Shares Held
2,361
+511.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#532
of 847 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Jun 30, 2026CallValue
$148,434
CallShares
1,300
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, 2026Jefferies Financial Group Inc. holds $69,116,554 across 6 Apparel Retail names. LULU ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
|
272,995 | $58,106,985 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
50,345 | $7,627,267 | |
| 3 | SHOE |
Shoe Station Group Inc
|
108,300 | $1,606,089 | |
| 4 | JILL |
J.Jill, Inc.
|
72,517 | $1,150,844 | |
| 5 | VSXY |
Victoria's Secret & Co.
|
4,262 | $355,791 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
2,361 | $269,578 |
All Filings in LULU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,578 | 2,361 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $148,434 | 1,300 | Call | Defined | 2026-08-17 | |
| 2025-12-31 | $80,214 | 386 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $270,153 | 1,300 | Call | Defined | 2026-02-09 | |
| 2024-06-30 | $1,488,123 | 4,982 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,793,339 | 14,830 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,370,328 | 16,371 | Shares | Defined | 2024-05-06 | |
| 2023-03-31 | $2,181,133 | 5,989 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $14,567,600 | 40,000 | Call | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||