3Chopt Investment Partners, LLC AZO β€” Autozone Inc

Ownership history in 3Chopt Investment Partners, LLC  Β·  6 quarters on record

AI Ownership Summary

3Chopt Investment Partners, LLC reported Autozone Inc (AZO) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.11% in 2024 Q2. The latest visible filing shows AZO at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AZO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3Chopt Investment Partners, LLC's position in Autozone Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AZO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 3Chopt Investment Partners, LLC held AZO β€” position size vs. price
% of Fund (quarterly)    AZO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 47.5% -20.4% βœ… 53 -48 -47.5% 0.05% $227K 2025-10-20 $3968.57
2025 Q1 REDUCED 17.2% -2.6% βœ… 101 -21 -17.2% 0.10% $385K 2025-04-24 $3609.65
2024 Q2 REDUCED 66.7% +6.3% ❌ 122 -244 -66.7% 0.11% $362K 2024-08-22 $3170.89
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AZO

As of 2026 Q2 β€” sorted by position size

First Nebraska Trust Co 0.14% Roxbury Financial LLC 0.07% EASTERN BANK 3Y 7Y 0.0% Noble Wealth Management PBC 0.0%

FAQ About 3Chopt Investment Partners, LLC and AZO

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3Chopt Investment Partners, LLC reported owning AZO?

3Chopt Investment Partners, LLC reported AZO across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported AZO position in 3Chopt Investment Partners, LLC's portfolio?

The largest reported portfolio weight for AZO was 0.11% in 2024 Q2.

What is the latest reported AZO position on this page?

The most recent filing on this page is 2025 Q3, when 3Chopt Investment Partners, LLC reported 53 shares, equal to 0.05% of portfolio, with an estimated market value of $227K.

What does the chart on this AZO ownership page compare?

The chart compares 3Chopt Investment Partners, LLC's quarterly AZO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 3Chopt Investment Partners, LLC time their AZO position?

Based on 13F filing dates vs. subsequent AZO price moves, 3Chopt Investment Partners, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on AZO relative to SPY over the holding period was -9.2%.

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