SEC 13F Intelligence

South Street Advisors LLC / LOW

South Street Advisors LLC’s Lowes Cos Inc Position

Does South Street Advisors LLC own Lowes Cos Inc (LOW)? Yes41.5K shares worth $10M (+1.42% of its 13F portfolio) as of Q1 2026, up from 40.6K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
41.5K
% of Portfolio
+1.42%
Quarters Held
20
currently held

Position History LOW

Reported value by quarter
Q2 ’21: $11MQ2 ’21Q3 ’21: $11MQ4 ’21: $15MQ1 ’22: $12MQ1 ’22Q2 ’22: $10MQ3 ’22: $11MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $11MQ3 ’23Q4 ’23: $12MQ1 ’24: $14MQ2 ’24: $11MQ2 ’24Q3 ’24: $12MQ4 ’24: $11MQ1 ’25: $10MQ1 ’25Q2 ’25: $10MQ3 ’25: $11MQ4 ’25: $10MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.5K$10M+1.42%
Q4 202540.6K$10M+1.37%
Q3 202544.5K$11M+1.47%
Q2 202543.4K$10M+1.43%
Q1 202543.9K$10M+1.68%
Q4 202444.9K$11M+1.70%
Q3 202445.6K$12M+1.88%
Q2 202448.0K$11M+1.61%
Q1 202454.4K$14M+2.21%
Q4 202354.0K$12M+2.25%
Q3 202354.0K$11M+2.25%
Q2 202352.2K$12M+2.34%
Q1 202356.7K$11M+2.33%
Q4 202256.6K$11M+2.49%
Q3 202256.9K$11M+2.63%
Q2 202257.4K$10M+2.28%
Q1 202257.9K$12M+2.22%
Q4 202158.1K$15M+2.63%
Q3 202155.4K$11M+2.14%
Q2 202155.9K$11M+2.01%

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