Position in LZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$14,231,081
+$5,558,181 QoQ
Shares Held
2,509,891
+187.4% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 28.228715908380085.ToString("F0")%
Shared 0.ToString("F0")%
None 71.77128409161992.ToString("F0")%
Common Shares in LZ Over Time
Shares Held
Position Value (USD)
Derivatives in LZ
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$1,862,805
PutShares
169,500
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 Specialty Business Services
Industrials · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,889,003,610 across 30 Specialty Business Services names. LZ ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPN |
Global Payments Inc
|
4,806,543 | $323,480,340 | |
| 2 | CPRT |
Copart Inc
|
9,706,517 | $322,256,362 | |
| 3 | CTAS |
Cintas Corp
|
1,336,434 | $226,044,443 | |
| 4 | RTO |
Rentokil Initial PLC /Fi
|
6,650,998 | $209,373,415 | |
| 5 | TRI |
Thomson Reuters Corp /Can/
|
1,627,069 | $146,403,667 | |
| 6 | RBA |
Rb Global Inc.
|
1,452,438 | $139,216,180 | |
| 7 | RELX |
Relx PLC
|
4,180,034 | $138,568,124 | |
| 8 | ARMK |
Aramark
|
1,845,839 | $74,830,311 |
All Filings in LZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,231,081 | 2,509,891 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $8,672,900 | 873,404 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,906,413 | 761,697 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $4,343,116 | 487,443 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,183,658 | 253,619 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,419,879 | 322,221 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,656,180 | 260,816 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,931,418 | 945,342 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,008,081 | 150,531 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,671,529 | 147,923 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,093,912 | 99,992 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,305,315 | 108,056 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $947,247 | 100,986 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $978,528 | 126,425 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,716,518 | 200,294 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,522,149 | 320,487 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $1,862,805 | 169,500 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $1,074,822 | 76,013 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $390,264 | 27,600 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $524,379 | 32,631 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $12,698 | 481 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||