Form 13F security
LULU · LULULEMON ATHLETICA INC
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Giverny Capital Inc. | 2026-06-30 | $15M | 0.5% | SH 128,803 | — |
| Bridgewater Associates, LP | 2026-06-30 | $3.3M | <0.1% | SH 28,890 | — |
| Tweedy, Browne Co LLC | 2026-06-30 | $2.1M | 0.2% | SH 17,963 | — |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 2026-06-30 | $1.4M | <0.1% | SH 12,500 | — |
Total $21M across 4 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $30M | <0.1% | SH 263,400 | [PUT] |
Total $30M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $54M | <0.1% | SH 473,500 | [CALL] |
Total $54M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN — Combined report.
Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.
Filed rows (6) — as filed
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | COM | [CALL] | $54M | <0.1% | SH 473,500 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | COM | [PUT] | $30M | <0.1% | SH 263,400 | 0000919574-26-005520 |
| Giverny Capital Inc. | COM | — | $15M | 0.5% | SH 128,803 | 0001641864-26-000010 |
| Bridgewater Associates, LP | COM | — | $3.3M | <0.1% | SH 28,890 | 0001350694-26-000003 |
| Tweedy, Browne Co LLC | COM | — | $2.1M | 0.2% | SH 17,963 | 0001193125-26-340443 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | COM | — | $1.4M | <0.1% | SH 12,500 | 0001104659-26-096276 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
Newly reported by Tweedy, Browne Co LLC.
No longer reported by Point72 Asset Management, L.P., SOROS FUND MANAGEMENT LLC, VIKING GLOBAL INVESTORS LP.
Changes appear only where the prior quarter's validated report exists.
Filing details
Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.