Zazove Associates’s LuxExperience B.V. LUXE Stock Holding History

Zazove Associates’s Portfolio LUXE Stock Details LUXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Hold	200,374	–	–	0.12%	83
2026 Q1	$1.6M	Hold	200,374	–	–	0.17%	65
2025 Q4	$1.67M	Buy	200,374 +30,374	+18%	+$271K	0.14%	70
2025 Q3	$1.45M	Buy	170,000 +46,028	+37%	+$383K	0.13%	71
2025 Q2	$984K	Sell	123,972 -6,369	-5%	-$52.9K	0.08%	74
2025 Q1	$985K	Buy	+130,341	New	+$1.21M	0.08%	72

Other funds holding LUXE

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

SPCM

Stoic Point Capital Management Palo Alto, California $121M AUM

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $366M AUM

Nixon Capital Austin, Texas $318M AUM 22.58% 1-Year Est. Return

AGAM

Avalon Global Asset Management San Francisco, California $917M AUM 87.67% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Zazove Associates's LUXE Position: Q2 2026 in Review

Zazove Associates held its LuxExperience B.V. (LUXE) position steady in Q2 2026 at 200,374 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #83.

Zazove Associates first reported a position in LUXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2025. 57 funds tracked by Wall St. Rank hold LUXE as of Q2 2026.

Zazove Associates held 200,374 shares of LuxExperience B.V. worth $1.49M as of Q2 2026.
Zazove Associates left its LuxExperience B.V. share count unchanged in Q2 2026.
LuxExperience B.V. made up 0.12% of Zazove Associates's portfolio in Q2 2026, its #83 holding.
Zazove Associates first reported a position in LuxExperience B.V. in Q1 2025 and has held it in 6 quarters since.
Zazove Associates's LuxExperience B.V. position peaked at $1.67M in Q4 2025.
57 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q2 2026.

Based on Zazove Associates's 13F filing for Q2 2026, filed 16 Jul 2026.