JB Capital Partners’s Lifetime Brands LCUT Stock Holding History

JB Capital Partners’s Portfolio LCUT Stock Details LCUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.28M	Hold	1,627,852	–	–	1.6%	13
2025 Q4	$6.43M	Buy	1,627,852 +40,000	+3%	+$147K	1.11%	16
2025 Q3	$6.14M	Buy	1,587,852 +10,000	+0.6%	+$42.5K	1.04%	16
2025 Q2	$7.97M	Buy	1,577,852 +130,231	+9%	+$484K	1.48%	13
2025 Q1	$7.05M	Buy	1,447,621 +199,500	+16%	+$1.08M	1.48%	12
2024 Q4	$7.38M	Buy	1,248,121 +307,307	+33%	+$1.85M	1.41%	14
2024 Q3	$6.11M	Buy	940,814 +108,193	+13%	+$795K	1.17%	15
2024 Q2	$7.15M	Hold	832,621	–	–	1.58%	12
2024 Q1	$8.68M	Hold	832,621	–	–	1.63%	12
2023 Q4	$5.59M	Hold	832,621	–	–	1.13%	15
2023 Q3	$4.69M	Hold	832,621	–	–	1.16%	14
2023 Q2	$4.7M	Buy	832,621 +228,462	+38%	+$1.17M	1.01%	16
2023 Q1	$3.55M	Buy	604,159 +88,877	+17%	+$634K	0.84%	20
2022 Q4	$3.89M	Hold	515,282	–	–	1.02%	18
2022 Q3	$3.47M	Hold	515,282	–	–	1.02%	20
2022 Q2	$5.69M	Buy	515,282 +119,423	+30%	+$1.41M	1.55%	13
2022 Q1	$5.07M	Hold	395,859	–	–	1.13%	22
2021 Q4	$6.32M	Hold	395,859	–	–	1.34%	18
2021 Q3	$7.2M	Hold	395,859	–	–	1.62%	16
2021 Q2	$5.91M	Hold	395,859	–	–	1.41%	22
2021 Q1	$5.82M	Buy	+395,859	New	+$5.72M	1.53%	17

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return