LOW β€” LOWES COMPANIES INC CMN

Ownership history in FORA Capital, LLC  Β·  14 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in LOWES COMPANIES INC CMN (LOW). 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
1.19% (2024 Q4)
πŸ“Š Avg. % of fund
0.63%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

FORA Capital, LLC Γ— LOW AI Analytics

πŸ“ˆ FORA Capital, LLC outperformed the S&P 500 by +3.1% annually on this LOW position. Timing score: 54% (7/13 decisions correct). Average cost basis: $160.68. Maximum drawdown during holding period: –31.9%.

πŸ“ˆ Position Alpha vs SPY
+3.1%
annualised excess return

βœ… Outperformed SPY on this position by 3.1% ann.
13 quarters analyzed

⏱️ Timing Score
54%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct

πŸ’° Entry Quality
$160.68
+54.9% vs current ($248.96)

Best entry: $106.85 (2019 Q4)  Β·  Worst: $240.87 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–31.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

6 adds Β· 8 trims. Bought during 3 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

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

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.27% 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)    LOW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,989 -35,628 -85.6% 0.27% $1.5M $248.96
2025 Q2 ADDED 41,617 +17,372 +71.7% 1.03% $9.2M $218.63
2025 Q1 REDUCED 24,245 -17,788 -42.3% 0.57% $5.7M $228.62
2024 Q4 ADDED 42,033 +8,172 +24.1% 1.19% $10.4M $240.87
2023 Q4 REDUCED 33,861 -1,803 -5.1% 0.65% $7.5M $213.15
2022 Q4 ADDED 35,664 +25,832 +262.7% 1.15% $7.1M $186.91
2022 Q2 REDUCED 9,832 -16,354 -62.5% 0.34% $1.7M $162.06
2022 Q1 ADDED 26,186 +19,047 +266.8% 0.99% $5.5M $186.83
2021 Q4 REDUCED 7,139 -5,288 -42.6% 0.72% $1.8M $238.06
2021 Q2 REDUCED 12,427 -5,901 -32.2% 0.45% $2.4M $177.27
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LOW

As of 2025 Q4 β€” sorted by position size

Hardin Capital Partners, LLC 48.99% Ironsides Asset Advisors, LLC 3Y 7Y 27.45% Courant Investment Management LLC 3Y 7Y 10.9% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 9.5% All Terrain Financial Advisors, LLC 3Y 7Y 6.68% Maj Invest Holding A/S 3Y 7Y 5.95% DELTA ASSET MANAGEMENT LLC/TN 3Y 7Y 4.79% Two Creeks Capital Management, LP 3Y 7Y 4.76% First Fiduciary Investment Counsel, Inc. 3Y 7Y 4.51% CROWLEY WEALTH MANAGEMENT, INC. 4.49%
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