LEVI β€” LEVI STRAUSS & CO NEW

Ownership history in M. Kulyk & Associates, LLC  Β·  19 quarters on record

AI Ownership Summary

M. Kulyk & Associates, LLC reported LEVI STRAUSS & CO NEW (LEVI) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.06% in 2024 Q3. The latest visible filing shows LEVI at 2.08% 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 LEVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M. Kulyk & Associates, LLC's position in LEVI STRAUSS & CO NEW, 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 Q4

LEVI was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.06% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 M. Kulyk & Associates, LLC held LEVI β€” position size vs. price
% of Fund (quarterly)    LEVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 524,975 β€” 0% 2.08% $10.9M 2026-02-14 (Est.) $21.91
2025 Q3 ADDED 524,975 +514,520 +4921.3% 2.49% $12.2M 2025-11-10 $20.95
2025 Q2 REDUCED 10,455 -1,066,648 -99.0% 0.04% $193K 2025-08-07 $19.87
2025 Q1 REDUCED 1,077,103 -32,750 -3.0% 3.84% $16.8M 2025-05-06 $15.85
2024 Q4 REDUCED 1,109,853 -44,092 -3.8% 4.16% $19.2M 2025-02-07 $17.79
2024 Q3 ADDED 1,153,945 +1,104,224 +2220.8% 5.06% $25.2M 2024-11-07 $16.47
2024 Q2 REDUCED 49,721 -3,155 -6.0% 0.22% $959K 2024-08-05 $16.24
2024 Q1 REDUCED 52,876 -1,199,624 -95.8% 0.25% $1.1M 2024-05-09 $21.57
2023 Q4 UNCHANGED 1,252,500 β€” 0% 4.83% $20.7M 2024-02-08 $16.86
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LEVI

As of 2026 Q1 β€” sorted by position size

BancFirst Trust & Investment Management 3Y 1.32%

FAQ About M. Kulyk & Associates, LLC and LEVI

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

How long has M. Kulyk & Associates, LLC reported owning LEVI?

M. Kulyk & Associates, LLC reported LEVI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LEVI position in M. Kulyk & Associates, LLC's portfolio?

The largest reported portfolio weight for LEVI was 5.06% in 2024 Q3.

What is the latest reported LEVI position on this page?

The most recent filing on this page is 2025 Q4, when M. Kulyk & Associates, LLC reported 524,975 shares, equal to 2.08% of portfolio, with an estimated market value of $10.9M.

What does the chart on this LEVI ownership page compare?

The chart compares M. Kulyk & Associates, LLC's quarterly LEVI 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.

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