SIC
LUCK

Schwartz Investment Counsel’s Lucky Strike Entertainment LUCK Stock Holding History

Schwartz Investment Counsel’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-94,400
Closed -$921K – 128
2025
Q1 		$921K Hold
94,400
– – 0.03% 101
2024
Q4 		$945K Hold
94,400
– – 0.03% 102
2024
Q3 		$1.11M Hold
94,400
– – 0.04% 103
2024
Q2 		$1.37M Buy
94,400
+4,700
+5% +$59.1K 0.05% 101
2024
Q1 		$1.23M Hold
89,700
– – 0.04% 109
2023
Q4 		$1.27M Buy
89,700
+9,000
+11% +$98.8K 0.05% 102
2023
Q3 		$776K Sell
80,700
-266,074
-77% -$2.93M 0.03% 111
2023
Q2 		$4.04M Buy
346,774
+41,200
+13% +$549K 0.17% 81
2023
Q1 		$5.18M Sell
305,574
-184,000
-38% -$2.73M 0.23% 77
2022
Q4 		$6.6M Hold
489,574
– – 0.3% 67
2022
Q3 		$6.03M Hold
489,574
– – 0.31% 67
2022
Q2 		$5.18M Buy
489,574
+25,000
+5% +$266K 0.25% 73
2022
Q1 		$4.95M Buy
464,574
+50,000
+12% +$463K 0.21% 72
2021
Q4 		$3.74M Buy
+414,574
New +$4.09M 0.15% 78

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Schwartz Investment Counsel's LUCK Position: Q2 2025 in Review

Schwartz Investment Counsel sold out of Lucky Strike Entertainment (LUCK) in Q2 2025, closing a stake of 94,400 shares — an estimated $921K sold.

Schwartz Investment Counsel first reported a position in LUCK in Q4 2021 and held it in 14 quarters. The position peaked at $6.6M in Q4 2022. 87 funds tracked by Wall St. Rank hold LUCK as of Q2 2025.

  • Schwartz Investment Counsel reported no remaining Lucky Strike Entertainment position as of Q2 2025 after selling out during the quarter.
  • Schwartz Investment Counsel sold 94,400 Lucky Strike Entertainment shares in Q2 2025, an estimated $921K.
  • Schwartz Investment Counsel first reported a position in Lucky Strike Entertainment in Q4 2021 and held it in 14 quarters.
  • Schwartz Investment Counsel's Lucky Strike Entertainment position peaked at $6.6M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q2 2025.

Based on Schwartz Investment Counsel's 13F filing for Q2 2025, filed 30 Jul 2025.