Sage Investment Counsel LLC LE — LANDS END INC NEW

Ownership history in Sage Investment Counsel LLC  ·  5 quarters on record

AI Ownership Summary

Sage Investment Counsel LLC reported LANDS END INC NEW (LE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q4. The latest visible filing shows LE at 0.17% 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 LE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Investment Counsel LLC's position in LANDS END INC 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
2026 Q1

LE was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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.

LE stock page Sage Investment Counsel LLC fund profile Sage Investment Counsel LLC full holdings
How Sage Investment Counsel LLC held LE — position size vs. price
% of Fund (quarterly)    LE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 36.0% +1.4% ❌ 13,610 -7,665 -36.0% 0.17% $153K 2026-04-24 $11.49
2025 Q4 ADDED — — — 21,275 +2,135 +11.2% 0.34% $309K 2026-01-23 $14.05
2025 Q3 ADDED — — — 19,140 +3,140 +19.6% 0.30% $270K 2025-10-21 $15.66
2025 Q2 ADDED — — — 16,000 +4,775 +42.5% 0.20% $171K 2025-07-22 $12.89
2025 Q1 INITIATED — — — 11,225 — — 0.14% $114K 2025-04-23 $8.29

🏢 Other funds also holding LE

As of 2026 Q1 — sorted by position size

TOWERVIEW LLC 3Y 7Y 4.3% Marble Bar Asset Management LLP 1.47% Saber Capital Managment, LLC 3Y 0.77% SummerHaven Investment Management, LLC 3Y 0.45% Yakira Capital Management, Inc. 3Y 7Y 0.41% VIRTUS ADVISERS, LLC 3Y 7Y 0.31% Beartown Capital Management, LLC 0.27% Teton Advisors, LLC 0.17% Weiss Asset Management LP 3Y 7Y 0.15% FNY Investment Advisers, LLC 3Y 7Y 0.15%

FAQ About Sage Investment Counsel LLC and LE

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

How long has Sage Investment Counsel LLC reported owning LE?

Sage Investment Counsel LLC reported LE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LE position in Sage Investment Counsel LLC's portfolio?

The largest reported portfolio weight for LE was 0.34% in 2025 Q4.

What is the latest reported LE position on this page?

The most recent filing on this page is 2026 Q1, when Sage Investment Counsel LLC reported 13,610 shares, equal to 0.17% of portfolio, with an estimated market value of $153K.

What does the chart on this LE ownership page compare?

The chart compares Sage Investment Counsel LLC's quarterly LE 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 Sage Investment Counsel LLC time their LE position?

Based on 13F filing dates vs. subsequent LE price moves, Sage Investment Counsel LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LE relative to SPY over the holding period was +2.8%.

← Back to Sage Investment Counsel LLC Holdings