Joel Greenblatt's LULU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 89,478 shares of lululemon athletica inc. (LULU) worth $15.92 M, representing 0.07% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in LULU, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 136,480 shares. Largest reduction occurred in Q1 2017, reducing 103,108 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +60,097 | New Buy | 60,097 | $52.60 |
| Q2 2014 | +136,480 | Add 227.10% | 196,577 | $40.48 |
| Q3 2014 | +65,502 | Add 33.32% | 262,079 | $42.01 |
| Q4 2014 | -61,430 | Reduce 23.44% | 200,649 | $55.79 |
| Q1 2015 | -12,961 | Reduce 6.46% | 187,688 | $64.02 |
| Q2 2015 | -10,191 | Reduce 5.43% | 177,497 | $65.30 |
| Q3 2015 | -48,588 | Reduce 27.37% | 128,909 | $50.65 |
| Q4 2015 | -128,909 | Sold Out | 128,909 | $0.00 |
| Q1 2017 | +25,801 | New Buy | 25,801 | $51.86 |
| Q2 2017 | -3,341 | Reduce 12.95% | 22,460 | $59.66 |
| Q3 2017 | -17,542 | Reduce 78.10% | 4,918 | $62.22 |
| Q4 2017 | -1,821 | Reduce 37.03% | 3,097 | $78.46 |
| Q1 2018 | +3,137 | Add 101.29% | 6,234 | $89.19 |
| Q2 2018 | -6,234 | Sold Out | 6,234 | $0.00 |
| Q4 2018 | +19,840 | New Buy | 19,840 | $121.62 |
| Q1 2019 | -16,279 | Reduce 82.05% | 3,561 | $164.00 |
| Q2 2019 | -3,561 | Sold Out | 3,561 | $0.00 |
| Q2 2020 | +707 | New Buy | 707 | $312.59 |
| Q3 2020 | +3,658 | Add 517.40% | 4,365 | $329.44 |
| Q4 2020 | -3,393 | Reduce 77.73% | 972 | $347.74 |
| Q1 2021 | -277 | Reduce 28.50% | 695 | $306.47 |
| Q2 2021 | +108 | Add 15.54% | 803 | $364.88 |
| Q3 2021 | -305 | Reduce 37.98% | 498 | $405.62 |
| Q4 2021 | +1,210 | Add 242.97% | 1,708 | $391.69 |
| Q1 2022 | -177 | Reduce 10.36% | 1,531 | $365.12 |
| Q2 2022 | +1,229 | Add 80.27% | 2,760 | $272.46 |
| Q3 2022 | +2,414 | Add 87.46% | 5,174 | $279.47 |
| Q4 2022 | +1,232 | Add 23.81% | 6,406 | $320.38 |
| Q1 2023 | +1,727 | Add 26.96% | 8,133 | $364.19 |
| Q2 2023 | +10,770 | Add 132.42% | 18,903 | $378.50 |
| Q3 2023 | -4,234 | Reduce 22.40% | 14,669 | $385.61 |
| Q4 2023 | -4,751 | Reduce 32.39% | 9,918 | $511.29 |
| Q1 2024 | +10,128 | Add 102.12% | 20,046 | $390.65 |
| Q2 2024 | +9,124 | Add 45.52% | 29,170 | $298.70 |
| Q3 2024 | +37,135 | Add 127.31% | 66,305 | $271.35 |
| Q4 2024 | -3,360 | Reduce 5.07% | 62,945 | $382.41 |
| Q1 2025 | +5,079 | Add 8.07% | 68,024 | $283.06 |
| Q2 2025 | -9,942 | Reduce 14.62% | 58,082 | $237.58 |
| Q3 2025 | +31,396 | Add 54.05% | 89,478 | $177.93 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to lululemon athletica inc. (LULU) was in Q2 2014, adding 196,577 shares worth $7.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 89,478 shares of lululemon athletica inc. (LULU), valued at approximately $15.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, lululemon athletica inc. (LULU) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in lululemon athletica inc. (LULU) was 262,079 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.