Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Lululemon Athletica Inc. (LULU)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 142,600 0.80 Reduce 1.13% 0.01 $153.10 $21,832,060 SEC
2025   Q4 144,237 1.00 Add 0.16% <0.01 $207.81 $29,973,891 SEC
2025   Q3 144,001 0.87 Add 0.02% <0.01 $177.93 $25,622,098 SEC
2025   Q2 143,977 1.17 Add 0.56% <0.01 $237.58 $34,206,056 SEC
2025   Q1 143,169 1.49 Reduce 0.14% <0.01 $283.06 $40,525,417 SEC
2024   Q4 143,368 2.00 Add 1.34% 0.03 $382.41 $54,825,357 SEC
2024   Q3 141,477 1.46 Add 8.73% 0.12 $271.35 $38,389,784 SEC
2024   Q2 130,113 1.64 Add 0.67% 0.01 $298.70 $38,864,753 SEC
2024   Q1 129,251 2.05 Add 6.14% 0.12 $390.65 $50,491,903 SEC
2023   Q4 121,777 2.93 Add 0.99% 0.03 $511.29 $62,263,362 SEC
2023   Q3 120,589 2.52 Add 4.06% 0.10 $385.61 $46,500,324 SEC
2023   Q2 115,880 2.31 Add 1.58% 0.04 $378.50 $43,860,580 SEC
2023   Q1 114,077 2.50 Add 3.85% 0.09 $364.19 $41,545,703 SEC
2022   Q4 109,845 2.18 Add 83.22% 0.99 $320.38 $35,192,141 SEC
2022   Q3 59,953 1.14 Add 1,199.09% 1.05 $279.55 $16,760,000 SEC
2022   Q2 4,615 0.08 $272.59 $1,258,000 SEC
2022   Q1 4,615 0.10 $365.33 $1,686,000 SEC
2021   Q4 4,615 0.10 $391.55 $1,807,000 SEC
2021   Q3 4,615 0.11 $404.77 $1,868,000 SEC
2021   Q2 4,615 0.10 $364.90 $1,684,000 SEC
2021   Q1 4,615 0.09 $306.61 $1,415,000 SEC
2020   Q4 4,615 0.12 $0.35 $1,606 SEC
2020   Q3 4,615 0.14 Reduce 0.65% <0.01 $329.36 $1,520,000 SEC
2020   Q2 4,645 0.14 $311.95 $1,449,000 SEC
2020   Q1 4,645 0.11 $189.45 $880,000 SEC
2019   Q4 4,645 0.10 $231.65 $1,076,000 SEC
2019   Q3 4,645 0.09 $192.47 $894,000 SEC
2019   Q2 4,645 0.08 $180.19 $837,000 SEC
2019   Q1 4,645 0.09 Add 0.98% <0.01 $163.83 $761,000 SEC
2018   Q4 4,600 0.07 $121.52 $559,000 SEC
2018   Q3 4,600 0.09 $162.39 $747,000 SEC
2018   Q2 4,600 0.08 $124.78 $574,000 SEC
2018   Q1 4,600 0.06 $89.13 $410,000 SEC
2017   Q4 4,600 0.05 $78.70 $362,000 SEC
2017   Q3 4,600 0.05 Buy 0.05 $62.17 $286,000 SEC