Position in LZB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$513,937
+$256,753 QoQ
Shares Held
12,810
+60.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 270 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $10,090,752 across 8 Furnishings, Fixtures & Appliances names. LZB ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
48,524 | $3,804,281 | |
| 2 | MHK |
Mohawk Industries Inc
|
23,235 | $2,819,102 | |
| 3 | SN |
SharkNinja, Inc.
|
10,570 | $1,609,493 | |
| 4 | WHR |
Whirlpool Corp /De/
|
18,978 | $748,112 | |
| 5 | LZB |
La-Z-Boy Inc
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|
12,810 | $513,937 | |
| 6 | MBC |
MasterBrand, Inc.
|
25,627 | $263,701 | |
| 7 | TILE |
Interface Inc
|
5,965 | $213,785 | |
| 8 | LEG |
Leggett & Platt Inc
|
10,106 | $118,341 |
All Filings in LZB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,937 | 12,810 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $257,184 | 8,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $215,047 | 5,770 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $204,787 | 5,967 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $219,749 | 5,912 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $239,348 | 6,123 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $371,477 | 8,526 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $369,627 | 8,610 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $412,211 | 11,165 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $344,651 | 11,161 | Shares | Sole | 2023-11-15 | |
| 2022-06-30 | $88,438 | 3,730 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $86,757 | 3,290 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,668 | 1,781 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $81,058 | 2,515 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $102,823 | 2,776 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $119,921 | 2,823 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,302 | 108 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $411 | 13 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||