Lee Ainslie's LOW Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 3,713 shares of Lowe's Companies, Inc. (LOW) worth $933,114, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Lee Ainslie has maintained a long-term strategic position in LOW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 1.07 M shares. Largest reduction occurred in Q3 2013, reducing 4.86 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Lowe's Companies (LOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lowe's Companies (LOW) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +6.89 M | Add 0.00% | 6.89 M | $40.90 |
| Q3 2013 | -4.86 M | Reduce 70.56% | 2.03 M | $47.61 |
| Q4 2013 | -2.03 M | Sold Out | 2.03 M | $0.00 |
| Q1 2015 | +3,630 | New Buy | 3,630 | $74.38 |
| Q4 2015 | -230 | Reduce 6.34% | 3,400 | $76.18 |
| Q1 2016 | +3,760 | Add 110.59% | 7,160 | $75.70 |
| Q2 2016 | +470 | Add 6.56% | 7,630 | $79.16 |
| Q3 2016 | +270 | Add 3.54% | 7,900 | $72.15 |
| Q4 2016 | -7,900 | Sold Out | 7,900 | $0.00 |
| Q2 2017 | +26,290 | New Buy | 26,290 | $77.52 |
| Q3 2017 | +130,250 | Add 495.44% | 156,540 | $79.94 |
| Q4 2017 | +843,385 | Add 538.77% | 999,925 | $92.94 |
| Q1 2018 | +1.07 M | Add 107.48% | 2.07 M | $87.75 |
| Q2 2018 | +73,543 | Add 3.54% | 2.15 M | $95.57 |
| Q3 2018 | -398,833 | Reduce 18.57% | 1.75 M | $114.82 |
| Q4 2018 | +13,468 | Add 0.77% | 1.76 M | $92.36 |
| Q1 2019 | +607,803 | Add 34.48% | 2.37 M | $109.47 |
| Q2 2019 | -367,610 | Reduce 15.51% | 2 M | $100.91 |
| Q3 2019 | -875,073 | Reduce 43.69% | 1.13 M | $109.96 |
| Q4 2019 | +104,092 | Add 9.23% | 1.23 M | $119.76 |
| Q1 2020 | -1.1 M | Reduce 88.96% | 136,068 | $86.05 |
| Q2 2020 | -96,649 | Reduce 71.03% | 39,419 | $135.11 |
| Q3 2020 | -37,487 | Reduce 95.10% | 1,932 | $165.63 |
| Q4 2020 | -924 | Reduce 47.83% | 1,008 | $160.71 |
| Q1 2021 | +422 | Add 41.87% | 1,430 | $190.21 |
| Q2 2021 | -494 | Reduce 34.55% | 936 | $194.44 |
| Q3 2021 | +3,363 | Add 359.29% | 4,299 | $202.84 |
| Q4 2021 | -4,299 | Sold Out | 4,299 | $0.00 |
| Q3 2022 | +11,712 | New Buy | 11,712 | $187.84 |
| Q4 2022 | -10,375 | Reduce 88.58% | 1,337 | $199.24 |
| Q1 2023 | -1,337 | Sold Out | 1,337 | $0.00 |
| Q2 2023 | +1,360 | New Buy | 1,360 | $225.70 |
| Q3 2023 | -1,360 | Sold Out | 1,360 | $0.00 |
| Q4 2023 | +6,812 | New Buy | 6,812 | $222.55 |
| Q1 2024 | -6,812 | Sold Out | 6,812 | $0.00 |
| Q4 2024 | +18,127 | New Buy | 18,127 | $246.80 |
| Q1 2025 | -18,127 | Sold Out | 18,127 | $0.00 |
| Q2 2025 | +31,880 | New Buy | 31,880 | $221.87 |
| Q3 2025 | -28,167 | Reduce 88.35% | 3,713 | $251.31 |
Lee Ainslie's Lowe's Companies Investment FAQs
Lee Ainslie first purchased Lowe's Companies, Inc. (LOW) in Q2 2013, acquiring 6,891,870 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Lowe's Companies, Inc. (LOW) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Lowe's Companies, Inc. (LOW) was in Q2 2013, adding 6,891,870 shares worth $281.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 3,713 shares of Lowe's Companies, Inc. (LOW), valued at approximately $933,114. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lowe's Companies, Inc. (LOW) represents approximately 0.01% of Lee Ainslie'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.
Lee Ainslie's peak holding in Lowe's Companies, Inc. (LOW) was 6,891,870 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.