LZB β€” LA Z BOY INC

Ownership history in Access Investment Management LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which Access Investment Management LLC reported a position in LA Z BOY INC (LZB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.58% (2023 Q4)
πŸ“Š Avg. % of fund
1.24%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
8

Position Intelligence

Access Investment Management LLC Γ— LZB AI Analytics

πŸ“‰ Access Investment Management LLC underperformed the S&P 500 by –15.8% annually on this LZB position. Timing score: 83% (5/6 decisions correct). Average cost basis: $35.46. Maximum drawdown during holding period: –19.9%.

πŸ“ˆ Position Alpha vs SPY
-15.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 15.8% ann.
6 quarters analyzed

⏱️ Timing Score
83%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct

πŸ’° Entry Quality
$35.46
+4.4% vs current ($37.02)

Best entry: $33.88 (2025 Q3)  Β·  Worst: $41.48 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–19.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
71%
buy-side decisions

5 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.84% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LZB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 90,745 β€” 0% 0.84% $3.1M $37.02
2025 Q3 ADDED 90,745 +725 +0.8% 0.84% $3.1M $33.88
2025 Q2 REDUCED 90,020 -16,515 -15.5% 0.95% $3.3M $36.47
2024 Q4 REDUCED 106,535 -9,400 -8.1% 1.35% $4.6M $42.30
2024 Q3 ADDED 115,935 +140 +0.1% 1.52% $5.0M $41.48
2024 Q2 ADDED 115,795 +640 +0.6% 1.40% $4.3M $35.85
2024 Q1 ADDED 115,155 +90 +0.1% 1.43% $4.3M $35.98
2023 Q4 INITIATED 115,065 β€” β€” 1.58% $4.2M β€”

🏒 Other funds also holding LZB

As of 2025 Q4 β€” sorted by position size

ArchPoint Investors 3Y 7Y 3.12% Bridge City Capital, LLC 3Y 7Y 0.71% Phocas Financial Corp. 3Y 7Y 0.53% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.5% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.45% SummerHaven Investment Management, LLC 3Y 0.45% Pinnacle Holdings, LLC 3Y 7Y 0.44% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.34% Regal Investment Advisors LLC 3Y 7Y 0.24% Cardinal Capital Management 3Y 7Y 0.24%
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