SEC 13F Intelligence

First Manhattan Co. LLC. / LOW

First Manhattan Co. LLC.’s Lowes Cos Inc Position

Does First Manhattan Co. LLC. own Lowes Cos Inc (LOW)? Yes — 1.40M shares worth $331M (+0.92% of its 13F portfolio) as of Q1 2026, down from 1.50M shares the prior filed quarter.

Position Value
$331M
Q1 2026
Shares
1.40M
% of Portfolio
+0.92%
Quarters Held
30
currently held

Position History LOW

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $18MQ2 ’19: $16MQ3 ’19: $16MQ4 ’19: $17MQ4 ’19Q1 ’20: $12MQ2 ’20: $19MQ3 ’20: $23MQ4 ’20: $21MQ4 ’20Q1 ’21: $69MQ2 ’21: $96MQ3 ’21: $119MQ4 ’21: $152MQ4 ’21Q1 ’22: $139MQ2 ’22: $124MQ3 ’22: $140MQ4 ’22: $230MQ4 ’22Q1 ’23: $245MQ2 ’23: $280MQ3 ’23: $260MQ4 ’23: $296MQ4 ’23Q1 ’24: $345MQ2 ’24: $310MQ3 ’24: $377MQ4 ’24: $350MQ4 ’24Q1 ’25: $328MQ2 ’25: $331MQ3 ’25: $371MQ4 ’25: $361MQ4 ’25Q1 ’26: $331Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.40M$331M+0.92%
Q4 20251.50M$361M+0.95%
Q3 20251.48M$371M+0.98%
Q2 20251.49M$331M+0.93%
Q1 20251.41M$328M+0.96%
Q4 20241.40M$350M+1.03%
Q3 20241.39M$377M+1.12%
Q2 20241.39M$310M+0.99%
Q1 20241.35M$345M+1.12%
Q4 20231.35M$296M+1.03%
Q3 20231.26M$260M+0.96%
Q2 20231.25M$280M+1.03%
Q1 20231.22M$245M+0.94%
Q4 20221.16M$230M+0.84%
Q3 2022744.7K$140M+0.59%
Q2 2022710.8K$124M+0.50%
Q1 2022689.4K$139M+0.46%
Q4 2021587.6K$152M+0.50%
Q3 2021584.8K$119M+0.44%
Q2 2021496.7K$96M+0.35%
Q1 2021362.3K$69M+0.30%
Q4 2020133.6K$21M+0.10%
Q3 2020138.1K$23M+0.12%
Q2 2020140.6K$19M+0.11%
Q1 2020141.6K$12M+0.08%
Q4 2019143.9K$17M+0.09%
Q3 2019143.8K$16M+0.09%
Q2 2019161.6K$16M+0.09%
Q1 2019163.1K$18M+0.10%
Q4 2018178.9K$17M+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of LOW.