SEC 13F Intelligence

Shorepath Capital Management LLC / LULU

Shorepath Capital Management LLC’s Lululemon Athletica Inc Position

Does Shorepath Capital Management LLC own Lululemon Athletica Inc (LULU)? Yes — 5.6K shares worth $1M (+1.10% of its 13F portfolio) as of Q2 2025, down from 9.7K shares the prior filed quarter.

Position Value
$1M
Q2 2025
Shares
5.6K
% of Portfolio
+1.10%
Quarters Held
6
currently held

Position History LULU

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $1MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20255.6K$1M+1.10%
Q1 20259.7K$3M+2.08%
Q4 20249.8K$4M+2.69%
Q3 202411.2K$3M+2.22%
Q2 20249.7K$3M+2.22%
Q1 20247.3K$3M+2.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shorepath Capital Management LLC’s full portfolio or all institutional holders of LULU.