TwinBeech Capital’s La-Z-Boy LZB Stock Holding History

TwinBeech Capital’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,784	Closed	-$370K	–	753
2025 Q3	$370K	Buy	+10,784	New	+$395K	0.01%	433
2025 Q2	–	Sell	-17,528	Closed	-$685K	–	859
2025 Q1	$685K	Buy	+17,528	New	+$760K	0.01%	539
2024 Q4	–	Sell	-92,423	Closed	-$3.97M	–	797
2024 Q3	$3.97M	Buy	+92,423	New	+$3.8M	0.08%	293
2024 Q1	–	Sell	-54,162	Closed	-$2M	–	743
2023 Q4	$2M	Buy	+54,162	New	+$1.75M	0.03%	403
2023 Q3	–	Sell	-10,974	Closed	-$314K	–	797
2023 Q2	$314K	Buy	+10,974	New	+$307K	0.01%	542
2023 Q1	–	Sell	-98,839	Closed	-$2.26M	–	773
2022 Q4	$2.26M	Buy	+98,839	New	+$2.4M	0.04%	415
2022 Q1	–	Sell	-7,249	Closed	-$263K	–	648
2021 Q4	$263K	Buy	+7,249	New	+$253K	0.02%	498
2021 Q2	–	Sell	-20,680	Closed	-$878K	–	571
2021 Q1	$878K	Buy	+20,680	New	+$866K	0.13%	209

Other funds holding LZB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

TwinBeech Capital's LZB Position: Q4 2025 in Review

TwinBeech Capital sold out of La-Z-Boy (LZB) in Q4 2025, closing a stake of 10,784 shares — an estimated $370K sold.

TwinBeech Capital first reported a position in LZB in Q1 2021 and held it in 8 quarters. The position peaked at $3.97M in Q3 2024. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.

TwinBeech Capital reported no remaining La-Z-Boy position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 10,784 La-Z-Boy shares in Q4 2025, an estimated $370K.
TwinBeech Capital first reported a position in La-Z-Boy in Q1 2021 and held it in 8 quarters.
TwinBeech Capital's La-Z-Boy position peaked at $3.97M in Q3 2024.
260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.