Question 1

Does Giverny Capital own LULU stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Giverny Capital holds 128,803 shares of LULU (lululemon athletica), worth $14.7M.

Question 2

How many shares of LULU does Giverny Capital own?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital holds 128,803 shares of LULU (lululemon athletica).

Question 3

What is Giverny Capital's LULU position worth?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital's LULU position is worth $14.7M.

Question 4

Is Giverny Capital buying or selling LULU?

Accepted Answer

In Q2 2026, Giverny Capital reduced its LULU position by 13,797 shares (-9.7%).

Question 5

When did Giverny Capital first buy LULU?

Accepted Answer

Giverny Capital already held LULU in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	128,803	-9.7%	$14.7M	0.5%	$114.18	0
2026-Q1	Decreased	142,600	-1.1%	$21.8M	0.8%	$153.10	0
2025-Q4	Increased	144,237	+0.2%	$30M	1.0%	$207.81	41
2025-Q3	Increased	144,001	+0.0%	$25.6M	0.9%	$177.93	40
2025-Q2	Increased	143,977	+0.6%	$34.2M	1.2%	$237.58	46
2025-Q1	Decreased	143,169	-0.1%	$40.5M	1.5%	$283.06	0
2024-Q4	Increased	143,368	+1.3%	$54.8M	2.0%	$382.41	51
2024-Q3	Increased	141,477	+8.7%	$38.4M	1.5%	$271.35	50