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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
Q1 		$20.7M Buy
+135,000
New +$24.2M 0.79% 27

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waratah Capital Advisors's LULU Position: Q1 2026 in Review

Waratah Capital Advisors increased its lululemon athletica (LULU) stake by 56% in Q1 2026, buying an estimated $6.24M and bringing the position to 97,093 shares worth $14.9M. The position accounts for 0.57% of the portfolio, ranked #37.

Waratah Capital Advisors first reported a position in LULU in Q3 2013 and has held it in 14 quarters since. The position peaked at $26.3M in Q2 2019. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Waratah Capital Advisors held 97,093 shares of lululemon athletica worth $14.9M as of Q1 2026.
  • Waratah Capital Advisors bought 34,827 lululemon athletica shares in Q1 2026, an estimated $6.24M.
  • lululemon athletica made up 0.57% of Waratah Capital Advisors's portfolio in Q1 2026, its #37 holding.
  • Waratah Capital Advisors first reported a position in lululemon athletica in Q3 2013 and has held it in 14 quarters since.
  • Waratah Capital Advisors's lululemon athletica position peaked at $26.3M in Q2 2019.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.