Position in LZB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,496
+$741 QoQ
Shares Held
137
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#231
of 270 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Bare Financial Services, Inc holds $50,664 across 9 Furnishings, Fixtures & Appliances names. LZB ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
159 | $19,291 | |
| 2 | SGI |
Somnigroup International Inc.
|
164 | $12,857 | |
| 3 | HNI |
Hni Corp
|
195 | $7,879 | |
| 4 | LZB |
La-Z-Boy Inc
This page
|
137 | $5,496 | |
| 5 | ALH |
Alliance Laundry Holdings Inc.
|
103 | $2,731 | |
| 6 | SN |
SharkNinja, Inc.
|
5 | $761 | |
| 7 | ETD |
Ethan Allen Interiors Inc
|
27 | $603 | |
| 8 | TILE |
Interface Inc
|
16 | $573 |
All Filings in LZB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,496 | 137 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,755 | 148 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $596 | 16 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||