Brooklyn Investment Group LZB — LA Z BOY INC

Ownership history in Brooklyn Investment Group  ·  6 quarters on record

AI Ownership Summary

Brooklyn Investment Group reported LA Z BOY INC (LZB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows LZB at 0.02% 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.

What this LZB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brooklyn Investment Group's position in LA Z BOY 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
2026 Q1

LZB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

LZB stock page Brooklyn Investment Group fund profile Brooklyn Investment Group full holdings
How Brooklyn Investment Group held LZB — position size vs. price
% of Fund (quarterly)    LZB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,307 +12,387 +209.2% 0.02% $588K 2026-04-29 $35.21
2025 Q4 REDUCED 33.7% -13.2% ✅ 5,920 -3,013 -33.7% 0.01% $224K 2026-02-12 $37.22
2025 Q3 ADDED — — — 8,933 +8,633 +2877.7% 0.02% $307K 2025-11-14 $29.97
2025 Q2 UNCHANGED — — — 300 — 0% 0.00% $12K 2025-08-12 $37.37
2025 Q1 ADDED — — — 300 +239 +391.8% 0.00% $12K 2025-05-13 $42.56
2024 Q4 INITIATED — — — 61 — — 0.00% $3K 2025-01-15 $43.36

🏢 Other funds also holding LZB

As of 2026 Q1 — sorted by position size

ArchPoint Investors 3Y 7Y 2.7% Access Investment Management LLC 1.58% Bridge City Capital, LLC 3Y 7Y 0.58% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.44% Phocas Financial Corp. 3Y 7Y 0.43% Pinnacle Holdings, LLC 3Y 7Y 0.36% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.36% SummerHaven Investment Management, LLC 3Y 0.35% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.27% Cardinal Capital Management 3Y 7Y 0.21%

FAQ About Brooklyn Investment Group and LZB

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

How long has Brooklyn Investment Group reported owning LZB?

Brooklyn Investment Group reported LZB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LZB position in Brooklyn Investment Group's portfolio?

The largest reported portfolio weight for LZB was 0.02% in 2025 Q3.

What is the latest reported LZB position on this page?

The most recent filing on this page is 2026 Q1, when Brooklyn Investment Group reported 18,307 shares, equal to 0.02% of portfolio, with an estimated market value of $588K.

What does the chart on this LZB ownership page compare?

The chart compares Brooklyn Investment Group's quarterly LZB 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 Brooklyn Investment Group time their LZB position?

Based on 13F filing dates vs. subsequent LZB price moves, Brooklyn Investment Group correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LZB relative to SPY over the holding period was -27.1%.

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