Joel Greenblatt's LULU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 282,434 shares of lululemon athletica inc. (LULU) worth $58.69 M, representing 0.21% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in LULU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 192,956 shares. Largest reduction occurred in Q4 2015, reducing 128,909 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's lululemon athletica (LULU) Holding Value Over Time
Track share changes against reported price movement
Quarterly lululemon athletica (LULU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +192,956 | Add 215.65% | 282,434 | $207.81 |
| Q3 2025 | +31,396 | Add 54.05% | 89,478 | $177.93 |
| Q2 2025 | -9,942 | Reduce 14.62% | 58,082 | $237.58 |
| Q1 2025 | +5,079 | Add 8.07% | 68,024 | $283.06 |
| Q4 2024 | -3,360 | Reduce 5.07% | 62,945 | $382.41 |
| Q3 2024 | +37,135 | Add 127.31% | 66,305 | $271.35 |
| Q2 2024 | +9,124 | Add 45.52% | 29,170 | $298.70 |
| Q1 2024 | +10,128 | Add 102.12% | 20,046 | $390.65 |
| Q4 2023 | -4,751 | Reduce 32.39% | 9,918 | $511.29 |
| Q3 2023 | -4,234 | Reduce 22.40% | 14,669 | $385.61 |
| Q2 2023 | +10,770 | Add 132.42% | 18,903 | $378.50 |
| Q1 2023 | +1,727 | Add 26.96% | 8,133 | $364.19 |
| Q4 2022 | +1,232 | Add 23.81% | 6,406 | $320.38 |
| Q3 2022 | +2,414 | Add 87.46% | 5,174 | $279.47 |
| Q2 2022 | +1,229 | Add 80.27% | 2,760 | $272.46 |
| Q1 2022 | -177 | Reduce 10.36% | 1,531 | $365.12 |
| Q4 2021 | +1,210 | Add 242.97% | 1,708 | $391.69 |
| Q3 2021 | -305 | Reduce 37.98% | 498 | $405.62 |
| Q2 2021 | +108 | Add 15.54% | 803 | $364.88 |
| Q1 2021 | -277 | Reduce 28.50% | 695 | $306.47 |
| Q4 2020 | -3,393 | Reduce 77.73% | 972 | $347.74 |
| Q3 2020 | +3,658 | Add 517.40% | 4,365 | $329.44 |
| Q2 2020 | +707 | New Buy | 707 | $312.59 |
| Q2 2019 | -3,561 | Sold Out | 0 | $0.00 |
| Q1 2019 | -16,279 | Reduce 82.05% | 3,561 | $164.00 |
| Q4 2018 | +19,840 | New Buy | 19,840 | $121.62 |
| Q2 2018 | -6,234 | Sold Out | 0 | $0.00 |
| Q1 2018 | +3,137 | Add 101.29% | 6,234 | $89.19 |
| Q4 2017 | -1,821 | Reduce 37.03% | 3,097 | $78.46 |
| Q3 2017 | -17,542 | Reduce 78.10% | 4,918 | $62.22 |
| Q2 2017 | -3,341 | Reduce 12.95% | 22,460 | $59.66 |
| Q1 2017 | +25,801 | New Buy | 25,801 | $51.86 |
| Q4 2015 | -128,909 | Sold Out | 0 | $0.00 |
| Q3 2015 | -48,588 | Reduce 27.37% | 128,909 | $50.65 |
| Q2 2015 | -10,191 | Reduce 5.43% | 177,497 | $65.30 |
| Q1 2015 | -12,961 | Reduce 6.46% | 187,688 | $64.02 |
| Q4 2014 | -61,430 | Reduce 23.44% | 200,649 | $55.79 |
| Q3 2014 | +65,502 | Add 33.32% | 262,079 | $42.01 |
| Q2 2014 | +136,480 | Add 227.10% | 196,577 | $40.48 |
| Q1 2014 | +60,097 | New Buy | 60,097 | $52.60 |
Joel Greenblatt's lululemon athletica Investment FAQs
Joel Greenblatt first purchased lululemon athletica inc. (LULU) in Q1 2014, acquiring 60,097 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held lululemon athletica inc. (LULU) for 40 quarters since Q1 2014.
Joel Greenblatt's largest addition to lululemon athletica inc. (LULU) was in Q4 2025, adding 282,434 shares worth $58.69 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 282,434 shares of lululemon athletica inc. (LULU), valued at approximately $58.69 M.
As of the Q4 2025 filing, lululemon athletica inc. (LULU) represents approximately 0.21% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in lululemon athletica inc. (LULU) was 282,434 shares, as reported at the end of Q4 2025.