Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Lowe's Companies, Inc. (LOW)
← All LOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.53 $240.00–287.01 · VW $266.48i SEC
2024   Q2 14,096 0.53 Reduce 48.05% 0.53 $211.80–253.20 · VW $237.83i $3,107,604 SEC
2024   Q1 27,135 1.10 Reduce 8.73% 0.10 $212.78–262.49 · VW $232.19i $6,912,099 SEC
2023   Q4 29,730 1.09 Reduce 47.83% 0.95 $198.52–241.44 · VW $226.88i $6,616,412 SEC
2023   Q3 56,992 1.99 Reduce 0.18% <0.01 $181.85–234.37 · VW $205.02i $11,841,798 SEC
2023   Q2 57,096 2.13 Reduce 8.15% 0.17 $197.48–237.21 · VW $221.72i $12,886,567 SEC
2023   Q1 62,159 2.12 $199.97 $12,429,935 SEC
2022   Q4 62,159 2.15 Reduce 17.96% 0.50 $194.45–223.31 · VW $207.84i $12,384,559 SEC
2022   Q3 75,766 2.80 Reduce 10.52% 0.28 $176.50–221.42 · VW $203.49i $14,230,000 SEC
2022   Q2 84,670 2.63 Reduce 16.50% 0.46 $170.12–221.19 · VW $195.15i $14,790,000 SEC
2022   Q1 101,406 2.80 Reduce 11.99% 0.47 $179.22–238.37 · VW $204.30i $20,504,000 SEC
2021   Q4 115,216 3.92 Reduce 1.51% 0.05 $206.24–263.31 · VW $230.20i $29,782,000 SEC
2021   Q3 116,979 3.19 Reduce 0.96% 0.03 $201.48–256.39 · VW $234.15i $23,731,000 SEC
2021   Q2 118,115 3.03 Reduce 9.57% 0.32 $182.08–209.49 · VW $198.49i $22,911,000 SEC
2021   Q1 130,621 3.29 Reduce 13.32% 0.45 $150.84–215.22 · VW $186.96i $24,842,000 SEC
2020   Q4 150,686 3.39 Reduce 6.74% 0.25 $149.31–179.46 · VW $162.84i $24,187,000 SEC
2020   Q3 161,570 3.72 Reduce 4.26% 0.14 $146.72–180.67 · VW $161.07i $26,798,000 SEC
2020   Q2 168,757 3.20 Reduce 0.27% <0.01 $123.09–171.32 · VW $153.03i $22,803,000 SEC
2020   Q1 169,215 2.15 Buy 2.15 $60.00–131.40 · VW $107.25i $14,561,000 SEC
2019   Q4 0 0.00 Sell 100.00% 2.16 $102.93–126.73 · VW $112.08i SEC
2019   Q3 217,258 2.16 Reduce 6.52% 0.13 $104.59–121.22 · VW $114.37i $23,890,000 SEC
2019   Q2 232,402 1.97 Reduce 15.84% 0.36 $91.82–113.24 · VW $105.75i $23,452,000 SEC
2019   Q1 276,136 2.28 Reduce 21.72% 0.58 $91.60–118.23 · VW $101.04i $29,472,000 SEC
2018   Q4 352,738 2.66 Reduce 26.67% 0.83 $85.90–109.92 · VW $100.30i $32,579,000 SEC
2018   Q3 481,026 3.12 Add 0.27% <0.01 $84.75–117.70 · VW $98.94i $55,232,000 SEC
2018   Q2 479,719 2.27 Add 0.21% <0.01 $93.96–109.80 · VW $104.17i $45,847,000 SEC
2018   Q1 478,713 2.14 Add 0.95% 0.02 $81.16–97.98 · VW $91.38i $42,008,000 SEC
2017   Q4 474,216 2.12 Reduce 0.29% <0.01 $82.12–108.98 · VW $93.56i $44,074,000 SEC
2017   Q3 475,611 1.73 Add 0.13% <0.01 $73.72–84.68 · VW $80.59i $38,021,000 SEC
2017   Q2 475,011 1.66 Reduce 14.86% 0.32 $70.76–81.45 · VW $75.37i $36,828,000 SEC
2017   Q1 557,911 2.13 Reduce 0.53% <0.01 $78.10–86.25 · VW $81.04i $45,866,000 SEC
2016   Q4 560,911 1.85 Reduce 4.05% 0.08 $69.92–77.52 · VW $73.94i $39,892,000 SEC
2016   Q3 584,611 1.99 Reduce 7.50% 0.17 $64.87–77.08 · VW $70.83i $42,215,000 SEC
2016   Q2 632,011 2.29 Reduce 33.01% 0.93 $75.35–83.65 · VW $78.52i $50,036,000 SEC
2016   Q1 943,411 2.82 Reduce 20.71% 0.62 $66.92–80.69 · VW $75.91i $71,463,000 SEC
2015   Q4 1,189,851 3.01 Reduce 7.78% 0.19 $62.62–77.67 · VW $69.27i $90,476,000 SEC
2015   Q3 1,290,176 2.49 Add 1.35% 0.03 $66.22–78.13 · VW $73.65i $88,919,000 SEC
2015   Q2 1,272,976 2.22 Add 0.43% <0.01 $64.22–74.78 · VW $69.39i $85,251,000 SEC
2015   Q1 1,267,576 2.50 Add 0.74% 0.02 $67.60–76.25 · VW $71.28i $94,295,000 SEC
2014   Q4 1,258,225 2.32 Reduce 27.23% 0.56 $62.91–75.98 · VW $70.99i $86,566,000 SEC
2014   Q3 1,729,121 2.05 Reduce 5.89% 0.11 $49.85–64.14 · VW $59.27i $91,505,000 SEC
2014   Q2 1,837,346 1.81 Add 0.25% <0.01 $45.10–53.04 · VW $50.22i $88,174,000 SEC
2014   Q1 1,832,757 1.84 Reduce 0.53% <0.01 $44.13–50.78 · VW $47.33i $89,622,000 SEC
2013   Q4 1,842,437 1.78 Reduce 0.14% <0.01 $44.45–51.28 · VW $48.59i $91,293,000 SEC
2013   Q3 1,844,950 1.80 Reduce 0.08% <0.01 $45.17–52.08 · VW $48.24i $87,838,000 SEC
2013   Q2 1,846,350 1.59 Buy 1.59 $38.87–47.51 · VW $44.07i $75,516,000 SEC
Price snapshot:
Current price$207.70
52-week low$203.40
52-week high$291.66