Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  Lonza Group AG (LZAGY)
← All LZAGY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 92,468 0.93 Reduce 0.49% <0.01 $58.53–72.82 · VW $66.91i $5,904,082 SEC
2025   Q4 92,924 0.96 Reduce 4.30% 0.04 $64.61–73.85 · VW $68.03i $6,243,564 SEC
2025   Q3 97,095 0.91 Reduce 3.42% 0.04 $64.69–72.76 · VW $69.43i $6,470,411 SEC
2025   Q2 100,532 1.04 Reduce 5.62% 0.06 $55.57–73.29 · VW $67.71i $7,173,964 SEC
2025   Q1 106,518 0.98 Reduce 2.56% 0.02 $58.19–68.29 · VW $62.92i $6,566,835 SEC
2024   Q4 109,321 0.92 Add 0.85% <0.01 $57.04–65.12 · VW $60.68i $6,425,888 SEC
2024   Q3 108,399 0.96 Reduce 0.98% <0.01 $53.48–67.00 · VW $63.60i $6,847,565 SEC
2024   Q2 109,476 0.89 Reduce 0.20% <0.01 $52.23–62.87 · VW $56.66i $5,966,442 SEC
2024   Q1 109,698 0.98 Reduce 0.32% <0.01 $40.14–60.12 · VW $49.95i $6,572,007 SEC
2023   Q4 110,045 0.75 Add 67.03% 0.30 $34.19–48.21 · VW $39.00i $4,631,794 SEC
2023   Q3 65,884 0.54 Reduce 1.30% <0.01 $45.47–64.88 · VW $54.57i $3,042,523 SEC
2023   Q2 66,750 0.69 Add 0.67% <0.01 $57.19–66.00 · VW $61.90i $3,983,640 SEC
2023   Q1 66,305 0.71 Add 0.26% <0.01 $47.61–61.13 · VW $57.57i $3,971,988 SEC
2022   Q4 66,136 0.58 Add 4.02% 0.02 $46.73–55.87 · VW $50.77i $3,224,130 SEC
2022   Q3 63,582 0.62 Add 0.84% <0.01 $43.85–62.11 · VW $54.75i $3,095,000 SEC
2022   Q2 63,052 0.65 Reduce 0.89% <0.01 $49.70–73.47 · VW $56.95i $3,366,000 SEC
2022   Q1 63,616 0.74 Reduce 8.90% 0.08 $62.01–82.48 · VW $69.84i $4,612,000 SEC
2021   Q4 69,828 0.86 Reduce 34.91% 0.43 $73.87–85.18 · VW $80.49i $5,831,000 SEC
2021   Q3 107,273 1.23 Add 0.19% <0.01 $70.57–86.31 · VW $79.05i $8,026,000 SEC
2021   Q2 107,066 1.12 Reduce 0.39% <0.01 $56.54–74.25 · VW $65.45i $7,592,000 SEC
2021   Q1 107,485 0.94 Reduce 2.08% 0.02 $55.69–69.07 · VW $62.05i $5,986,000 SEC
2020   Q4 109,770 1.16 Reduce 9.46% 0.13 $59.88–68.99 · VW $62.56i $7,034,000 SEC
2020   Q3 121,234 1.38 Reduce 6.07% 0.08 $53.02–63.56 · VW $60.58i $7,489,000 SEC
2020   Q2 129,067 1.29 Reduce 9.03% 0.12 $39.67–53.00 · VW $47.28i $6,839,000 SEC
2020   Q1 141,885 1.30 Reduce 1.78% 0.02 $32.09–43.17 · VW $39.29i $5,878,000 SEC
2019   Q4 144,449 0.90 Reduce 77.45% 1.83 $31.93–36.68 · VW $34.74i $5,252,000 SEC
2019   Q3 640,506 2.36 Add 0.77% 0.02 $32.78–36.55 · VW $34.54i $21,646,000 SEC
2019   Q2 635,637 2.22 Reduce 2.37% 0.05 $28.72–34.35 · VW $31.46i $21,408,000 SEC
2019   Q1 651,045 2.15 Reduce 2.70% 0.06 $24.70–31.00 · VW $27.98i $20,156,000 SEC
2018   Q4 669,089 2.09 Reduce 2.67% 0.06 $24.70–34.53 · VW $29.72i $17,390,000 SEC
2018   Q3 687,425 2.36 Reduce 1.97% 0.04 $26.10–34.79 · VW $31.46i $23,400,000 SEC
2018   Q2 701,230 1.96 Reduce 14.03% 0.28 $22.74–27.79 · VW $26.02i $18,530,000 SEC
2018   Q1 815,641 2.02 Add 10.59% 0.19 $23.48–29.56 · VW $25.50i $19,249,000 SEC
2017   Q4 737,511 1.99 Reduce 3.65% 0.07 $25.23–27.60 · VW $26.39i $19,898,000 SEC
2017   Q3 765,461 2.02 Buy 2.02 $21.58–26.70 · VW $23.73i $20,101,000 SEC
Price snapshot:
Current price$71.97
Avg. buy price$33.58
+/- since buy114.35%
52-week low$57.93
52-week high$73.09