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Joel Greenblatt’s LZB Holdings & Trades

First Buy
Q2 2013
Duration Held
40 Quarters
Largest Add
Q1 2014
+458,613 Shares
Current Position
40,526 Shares
$1.3 M Value

Joel Greenblatt's LZB Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 40,526 shares of La-Z-Boy Incorporated (LZB) worth $1.3 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in LZB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2014, adding 458,613 shares. Largest reduction occurred in Q3 2014, reducing 456,052 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's La-Z-Boy Incorporated (LZB) Holding Value Over Time

Track share changes against reported price movement

Quarterly La-Z-Boy Incorporated (LZB) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +27,018 Add 200.01% 40,526 $32.14
Q4 2025 +13,508 New Buy 13,508 $37.27
Q3 2025 -9,443 Sold Out 0 $0.00
Q2 2025 +9,443 New Buy 9,443 $37.17
Q1 2024 -6,672 Sold Out 0 $0.00
Q4 2023 -1,670 Reduce 20.02% 6,672 $36.92
Q3 2023 -7,548 Reduce 47.50% 8,342 $30.88
Q2 2023 +15,890 New Buy 15,890 $28.64
Q4 2021 -9,967 Sold Out 0 $0.00
Q3 2021 -3,792 Reduce 27.56% 9,967 $32.21
Q2 2021 -6,155 Reduce 30.91% 13,759 $37.07
Q1 2021 -10,412 Reduce 34.33% 19,914 $42.48
Q4 2020 +2,550 Add 9.18% 30,326 $39.83
Q3 2020 +9,086 Add 48.61% 27,776 $31.65
Q2 2020 -8,903 Reduce 32.27% 18,690 $27.07
Q1 2020 +27,593 New Buy 27,593 $20.55
Q4 2019 -41,320 Sold Out 0 $0.00
Q3 2019 +4,217 Add 11.37% 41,320 $33.59
Q2 2019 +37,103 New Buy 37,103 $30.67
Q4 2018 -19,667 Sold Out 0 $0.00
Q3 2018 -29,557 Reduce 60.05% 19,667 $31.58
Q2 2018 -4,877 Reduce 9.01% 49,224 $30.59
Q1 2018 +19,237 Add 55.18% 54,101 $29.94
Q4 2017 -95,412 Reduce 73.24% 34,864 $31.21
Q3 2017 -91,314 Reduce 41.21% 130,276 $26.90
Q2 2017 -6,045 Reduce 2.66% 221,590 $32.50
Q1 2017 +9,578 Add 4.39% 227,635 $27.00
Q4 2016 -149,055 Reduce 40.60% 218,057 $31.05
Q3 2016 +73,621 Add 25.08% 367,112 $24.56
Q2 2016 +201,546 Add 219.20% 293,491 $27.82
Q1 2016 +91,945 New Buy 91,945 $26.74
Q4 2015 -20,362 Sold Out 0 $0.00
Q3 2015 +20,362 New Buy 20,362 $26.57
Q4 2014 -240,462 Sold Out 0 $0.00
Q3 2014 -456,052 Reduce 65.48% 240,462 $19.79
Q2 2014 +31,307 Add 4.71% 696,514 $23.17
Q1 2014 +458,613 Add 221.99% 665,207 $27.10
Q4 2013 -26,005 Reduce 11.18% 206,594 $31.00
Q3 2013 +202,694 Add 677.79% 232,599 $22.71
Q2 2013 +29,905 Add 0.00% 29,905 $20.26

Joel Greenblatt's La-Z-Boy Incorporated Investment FAQs

Joel Greenblatt first purchased La-Z-Boy Incorporated (LZB) in Q2 2013, acquiring 29,905 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 La-Z-Boy Incorporated (LZB) for 40 quarters since Q2 2013.

Joel Greenblatt's largest addition to La-Z-Boy Incorporated (LZB) was in Q1 2014, adding 665,207 shares worth $18.03 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 40,526 shares of La-Z-Boy Incorporated (LZB), valued at approximately $1.3 M.

As of the Q1 2026 filing, La-Z-Boy Incorporated (LZB) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in La-Z-Boy Incorporated (LZB) was 696,514 shares, as reported at the end of Q2 2014.