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Waratah Capital Advisors’s lululemon athletica LULU Stock Holding History

Waratah Capital Advisors’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-97,093
Closed -$14.9M – 170
2026
Q1 		$14.9M Buy
97,093
+34,827
+56% +$6.24M 0.57% 37
2025
Q4 		$12.9M Buy
+62,266
New +$11.3M 0.44% 60
2024
Q4 		– Sell
-1,730
Closed -$469K – 180
2024
Q3 		$469K Buy
+1,730
New +$459K 0.01% 124
2023
Q1 		– Sell
-4,202
Closed -$1.35M – 204
2022
Q4 		$1.35M Buy
+4,202
New +$1.38M 0.02% 127
2022
Q3 		– Sell
-38,452
Closed -$10.5M – 180
2022
Q2 		$10.5M Buy
38,452
+17,954
+88% +$5.75M 0.23% 73
2022
Q1 		$7.49M Sell
20,498
-9,193
-31% -$2.99M 0.1% 99
2021
Q4 		$11.6M Buy
+29,691
New +$12.7M 0.2% 66
2021
Q2 		– Sell
-10,927
Closed -$3.35M – 296
2021
Q1 		$3.35M Sell
10,927
-20,775
-66% -$6.82M 0.08% 95
2020
Q4 		$11M Buy
31,702
+27,493
+653% +$9.55M 0.76% 38
2020
Q3 		$1.39M Sell
4,209
-1,268
-23% -$423K 0.15% 81
2020
Q2 		$1.71M Buy
+5,477
New +$1.4M 0.15% 78
2019
Q4 		– Sell
-44,483
Closed -$8.56M – 172
2019
Q3 		$8.56M Sell
44,483
-101,337
-69% -$18.9M 0.96% 33
2019
Q2 		$26.3M Buy
+145,820
New +$25.3M 2.92% 12
2013
Q4 		– Sell
-10,900
Closed -$797K – 101
2013
Q3 		$797K Buy
+10,900
New +$760K 0.45% 53

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waratah Capital Advisors's LULU Position: Q2 2026 in Review

Waratah Capital Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 97,093 shares — an estimated $14.9M sold.

Waratah Capital Advisors first reported a position in LULU in Q3 2013 and held it in 14 quarters. The position peaked at $26.3M in Q2 2019. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Waratah Capital Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Waratah Capital Advisors sold 97,093 lululemon athletica shares in Q2 2026, an estimated $14.9M.
  • Waratah Capital Advisors first reported a position in lululemon athletica in Q3 2013 and held it in 14 quarters.
  • Waratah Capital Advisors's lululemon athletica position peaked at $26.3M in Q2 2019.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.