Zuckerman Investment Group, LLC: LULU position timeline

Zuckerman Investment Group, LLC held 125,509 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 125,509 shares

   Change vs previous 13F +49,830 shares

   1.21% of the 13F portfolio, value $14,330,618.

   13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 75,679 shares

   Change vs previous 13F +841 shares

   1.09% of the 13F portfolio, value $11,586,455.

   13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 74,838 shares

   Change vs previous 13F +1,890 shares

   1.39% of the 13F portfolio, value $15,552,085.

   13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 72,948 shares

   Change vs previous 13F +29,597 shares

   1.2% of the 13F portfolio, value $12,979,638.

   13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 43,351 shares

   Change vs previous 13F not available

   1% of the 13F portfolio, value $10,299,331.

   13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).