Position in PSMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$227,766
New position
Shares Held
1,166
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#261
of 385 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026LVW Advisors, LLC holds $5,874,668 across 6 Discount Stores names. PSMT ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
23,279 | $2,636,579 | |
| 2 | COST |
Costco Wholesale Corp /New
|
2,156 | $2,016,873 | |
| 3 | DLTR |
Dollar Tree, Inc.
|
3,197 | $386,677 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
3,589 | $313,032 | |
| 5 | TGT |
Target Corp
|
2,249 | $293,741 | |
| 6 | PSMT |
Pricesmart Inc
This page
|
1,166 | $227,766 |
All Filings in PSMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,766 | 1,166 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||