Position in LZB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,153,467
+$5,048,519 QoQ
Shares Held
203,227
+110.4% QoQ
Ownership
0.507%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 270 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $48,973,803 across 12 Furnishings, Fixtures & Appliances names. LZB ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
130,588 | $15,844,241 | |
| 2 | LZB |
La-Z-Boy Inc
This page
|
203,227 | $8,153,467 | |
| 3 | ETD |
Ethan Allen Interiors Inc
|
212,871 | $4,755,537 | |
| 4 | MBC |
MasterBrand, Inc.
|
425,554 | $4,378,950 | |
| 5 | TILE |
Interface Inc
|
109,507 | $3,924,730 | |
| 6 | HNI |
Hni Corp
|
62,834 | $2,539,121 | |
| 7 | SN |
SharkNinja, Inc.
|
14,656 | $2,231,668 | |
| 8 | 185,156 | $2,168,176 |
All Filings in LZB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,153,467 | 203,227 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,104,948 | 96,607 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,178,319 | 58,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $685,403 | 19,971 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $345,125 | 8,829 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $355,922 | 8,169 | Shares | Defined | 2025-02-14 | |
| 2023-09-30 | $1,667 | 54 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||