Long Pond Capital’s Lowe's Companies LOW Stock Holding History

Long Pond Capital’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.76M	Buy	+44,250	New	+$10M	0.94%	23
2020 Q1	–	Sell	-730,000	Closed	-$87.4M	–	40
2019 Q4	$87.4M	Buy	+730,000	New	+$83.5M	2.23%	17
2019 Q2	–	Sell	-841,548	Closed	-$92.1M	–	48
2019 Q1	$92.1M	Buy	+841,548	New	+$84M	3.21%	10
2018 Q3	–	Sell	-208,968	Closed	-$20M	–	43
2018 Q2	$20M	Buy	+208,968	New	+$18.9M	0.44%	37
2017 Q3	–	Sell	-931,487	Closed	-$72.2M	–	28
2017 Q2	$72.2M	Sell	931,487 -440,000	-32%	-$36M	2.77%	15
2017 Q1	$113M	Buy	+1,371,487	New	+$105M	4.96%	9

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Long Pond Capital's LOW Position: Q2 2026 in Review

Long Pond Capital opened a new position in Lowe's Companies (LOW) in Q2 2026: 44,250 shares worth $9.76M. The stake represents 0.94% of the portfolio and ranks #23 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in LOW as recently as Q4 2019.

Long Pond Capital first reported a position in LOW in Q1 2017 and has held it in 6 quarters since. The position peaked at $113M in Q1 2017. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Long Pond Capital held 44,250 shares of Lowe's Companies worth $9.76M as of Q2 2026.
Lowe's Companies was a new Long Pond Capital position in Q2 2026.
Lowe's Companies made up 0.94% of Long Pond Capital's portfolio in Q2 2026, its #23 holding.
Long Pond Capital first reported a position in Lowe's Companies in Q1 2017 and has held it in 6 quarters since.
Long Pond Capital's Lowe's Companies position peaked at $113M in Q1 2017.
2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.