RICE HALL JAMES & ASSOCIATES, LLC LUCK — BOWLERO CORP

Ownership history in RICE HALL JAMES & ASSOCIATES, LLC  ·  17 quarters on record

AI Ownership Summary

RICE HALL JAMES & ASSOCIATES, LLC reported BOWLERO CORP (LUCK) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows LUCK at 0.22% 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 LUCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICE HALL JAMES & ASSOCIATES, LLC's position in BOWLERO CORP, 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

LUCK was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

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 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.

LUCK stock page RICE HALL JAMES & ASSOCIATES, LLC fund profile RICE HALL JAMES & ASSOCIATES, LLC full holdings
How RICE HALL JAMES & ASSOCIATES, LLC held LUCK — position size vs. price
% of Fund (quarterly)    LUCK 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 Q1 ADDED — — — 481,189 +166,104 +52.7% 0.22% $4.0M 2026-05-15 $8.20
2025 Q4 ADDED — — — 315,085 +87,656 +38.5% 0.15% $2.7M 2026-02-17 $8.18
2025 Q3 ADDED — — — 227,429 +52,569 +30.1% 0.13% $2.3M 2025-10-16 $9.47
2025 Q2 ADDED — — — 174,860 +86,682 +98.3% 0.09% $1.6M 2025-08-11 $9.59
2025 Q1 ADDED — — — 88,178 +32,123 +57.3% 0.05% $861K 2025-05-01 $9.20
2024 Q4 REDUCED 75.2% -2.0% ✅ 56,055 -169,600 -75.2% 0.03% $561K 2025-01-31 $10.31
2024 Q2 REDUCED — — — 225,655 -2,136 -0.9% 0.20% $3.3M 2024-08-07 $10.72
2024 Q1 REDUCED 10.0% +5.0% ❌ 227,791 -25,237 -10.0% 0.18% $3.1M 2024-04-23 $10.80
2023 Q4 REDUCED — — — 253,028 -5,465 -2.1% 0.21% $3.6M 2024-02-09 $14.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LUCK

As of 2026 Q1 — sorted by position size

Atairos Group, Inc. 3Y 7Y 43.29% BCS Private Wealth Management, Inc. 0.55% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.47% North Star Investment Management Corp. 3Y 7Y 0.03% AlphaQuest LLC 0.01% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.01% Regal Investment Advisors LLC 3Y 7Y 0.01% BFSG, LLC 3Y 7Y 0.01% Quent Capital, LLC 3Y 0.01% State of Wyoming 3Y 0.01%

FAQ About RICE HALL JAMES & ASSOCIATES, LLC and LUCK

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

How long has RICE HALL JAMES & ASSOCIATES, LLC reported owning LUCK?

RICE HALL JAMES & ASSOCIATES, LLC reported LUCK across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LUCK position in RICE HALL JAMES & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for LUCK was 0.22% in 2026 Q1.

What is the latest reported LUCK position on this page?

The most recent filing on this page is 2026 Q1, when RICE HALL JAMES & ASSOCIATES, LLC reported 481,189 shares, equal to 0.22% of portfolio, with an estimated market value of $4.0M.

What does the chart on this LUCK ownership page compare?

The chart compares RICE HALL JAMES & ASSOCIATES, LLC's quarterly LUCK 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 RICE HALL JAMES & ASSOCIATES, LLC time their LUCK position?

Based on 13F filing dates vs. subsequent LUCK price moves, RICE HALL JAMES & ASSOCIATES, LLC correctly timed 11 out of 16 reported position changes (69%). The annualised alpha on LUCK relative to SPY over the holding period was -13.2%.

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