LSV ASSET MANAGEMENT LZB — LA Z BOY INC COM COM

Ownership history in LSV ASSET MANAGEMENT  ·  65 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported LA Z BOY INC COM COM (LZB) in 65 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.15% in 2024 Q4. The latest visible filing shows LZB at 0.09% 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 LZB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in LA Z BOY INC COM COM, 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 Q3

LZB was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q4

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 2026 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.

LZB stock page LSV ASSET MANAGEMENT fund profile LSV ASSET MANAGEMENT full holdings
How LSV ASSET MANAGEMENT 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,556,360 +15,803 +1.0% 0.09% $46K 2026-11-06 $31.73
2026 Q2 ADDED — — — 1,540,557 +34,375 +2.3% 0.11% $62K 2026-08-06 $40.33
2026 Q1 ADDED — — — 1,506,182 +29,300 +2.0% 0.10% $48K 2026-05-11 $34.94
2025 Q4 ADDED — — — 1,476,882 +11,983 +0.8% 0.12% $55.0M 2026-02-06 $38.00
2025 Q3 REDUCED 5.3% +10.8% ❌ 1,464,899 -81,700 -5.3% 0.11% $50.3M 2025-11-06 $30.34
2025 Q2 REDUCED — — — 1,546,599 -57,863 -3.6% 0.13% $57.5M 2025-08-11 $35.52
2025 Q1 ADDED — — — 1,604,462 +76,925 +5.0% 0.15% $62.7M 2025-05-09 $40.40
2024 Q4 REDUCED 6.0% -9.8% ✅ 1,527,537 -97,768 -6.0% 0.15% $66.6M 2025-02-13 $44.29
2024 Q3 REDUCED 7.8% +2.0% ❌ 1,625,305 -137,472 -7.8% 0.15% $69.8M 2024-11-12 $41.27
2024 Q2 REDUCED — — — 1,762,777 -38,351 -2.1% 0.14% $65.7M 2024-08-06 $39.51
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LZB

As of 2026 Q3 — sorted by position size

Access Investment Management LLC 1.41% Cardinal Capital Management 3Y 7Y 0.19% Dana Investment Advisors, Inc. 3Y 7Y 0.13% NICHOLAS COMPANY, INC. 3Y 7Y 0.11% WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3Y 7Y 0.04% Venture Visionary Partners LLC 3Y 0.03% Allspring Global Investments Holdings, LLC 3Y 0.03% Inspire Investing, LLC 3Y 7Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.02% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.01%

FAQ About LSV ASSET MANAGEMENT and LZB

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

How long has LSV ASSET MANAGEMENT reported owning LZB?

LSV ASSET MANAGEMENT reported LZB across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported LZB position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for LZB was 0.15% in 2024 Q4.

What is the latest reported LZB position on this page?

The most recent filing on this page is 2026 Q3, when LSV ASSET MANAGEMENT reported 1,556,360 shares, equal to 0.09% of portfolio, with an estimated market value of $46K.

What does the chart on this LZB ownership page compare?

The chart compares LSV ASSET MANAGEMENT'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 LSV ASSET MANAGEMENT time their LZB position?

Based on 13F filing dates vs. subsequent LZB price moves, LSV ASSET MANAGEMENT correctly timed 23 out of 52 reported position changes (44%). The annualised alpha on LZB relative to SPY over the holding period was -13.6%.

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