Martin Investment Management, LLC AZO — AUTOZONE INC

Ownership history in Martin Investment Management, LLC  ·  9 quarters on record

AI Ownership Summary

Martin Investment Management, LLC reported AUTOZONE INC (AZO) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.17% in 2025 Q3. The latest visible filing shows AZO at 1.99% 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 AZO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Martin Investment Management, LLC's position in AUTOZONE 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 Q2

AZO was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% 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 Q2 to 2026 Q2

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.

AZO stock page Martin Investment Management, LLC fund profile Martin Investment Management, LLC full holdings
How Martin Investment Management, LLC held AZO — position size vs. price
% of Fund (quarterly)    AZO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,861 -41 -2.2% 1.99% $5.9M 2026-07-17 $3046.44
2026 Q1 ADDED — — — 1,902 +38 +2.0% 1.92% $6.4M 2026-05-13 $3366.79
2025 Q4 REDUCED 6.1% -0.4% ✅ 1,864 -122 -6.1% 1.77% $6.3M 2026-02-10 $3664.84
2025 Q3 REDUCED — — — 1,986 -17 -0.8% 2.17% $8.5M 2025-11-04 $3675.90
2025 Q2 ADDED — — — 2,003 +6 +0.3% 1.91% $7.4M 2025-08-07 $4060.33
2025 Q1 ADDED — — — 1,997 +9 +0.5% 1.92% $7.6M 2025-05-14 $3645.43
2024 Q4 REDUCED 14.2% +19.1% ❌ 1,988 -328 -14.2% 1.75% $6.4M 2025-02-12 $3432.96
2024 Q3 ADDED — — — 2,316 +49 +2.2% 1.79% $7.3M 2024-10-30 $3017.98
2024 Q2 INITIATED — — — 2,267 — — 1.72% $6.7M 2024-08-05 $3112.43

🏢 Other funds also holding AZO

As of 2026 Q2 — sorted by position size

SeaTown Holdings Pte. Ltd. 3Y 7Y 7.68% THREADGILL FINANCIAL, LLC 3Y 6.92% Clio Asset Management LLC 3Y 6.52% VISION FINANCIAL MARKETS LLC 5.09% PineStone Asset Management Inc. 3Y 4.82% Horrell Capital Management, Inc. 3Y 7Y 4.18% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 3.94% Guardian Wealth Management, Inc. 3Y 3.4% Silverleafe Capital Partners, LLC 3Y 7Y 2.59% Radnor Capital Management, LLC 3Y 7Y 2.44%

FAQ About Martin Investment Management, LLC and AZO

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

How long has Martin Investment Management, LLC reported owning AZO?

Martin Investment Management, LLC reported AZO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AZO position in Martin Investment Management, LLC's portfolio?

The largest reported portfolio weight for AZO was 2.17% in 2025 Q3.

What is the latest reported AZO position on this page?

The most recent filing on this page is 2026 Q2, when Martin Investment Management, LLC reported 1,861 shares, equal to 1.99% of portfolio, with an estimated market value of $5.9M.

What does the chart on this AZO ownership page compare?

The chart compares Martin Investment Management, LLC's quarterly AZO 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 Martin Investment Management, LLC time their AZO position?

Based on 13F filing dates vs. subsequent AZO price moves, Martin Investment Management, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AZO relative to SPY over the holding period was -18.9%.

← Back to Martin Investment Management, LLC Holdings