← Top Holdings

LOWLOWES COS INC

CUSIP: 548661107

🔥 Bought by 2 superinvestors this quarter

4

Guru Owners

$198.8M

Total Value Held

841,449

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tom Gayner	Markel Group	738480	$174.5M	1.46%	$236.28	Q1 2026
David Katz	Matrix Asset Advisors	65069	$15.4M	1.41%	$236.28	Q1 2026
FPA Queens Road	Bragg Financial Advisors	31050	$7.3M	0.23%	$236.28	Q1 2026
Mairs & Power	Mairs & Power	6850	$1.6M	0.02%	$236.28	Q1 2026

$174.5M

1.46%

$15.4M

1.41%

FPA Queens Road

$7.3M

0.23%

$1.6M

0.02%

📊 Fundamentals

Market Cap$123.9B

P/E Ratio18.9x

Near market avg

Forward P/E16.4x

P/FCF25.7x

EPS (TTM)$11.69

Revenue (TTM)$88.4B

Profit Margin7.51%

Div Yield2.23%

Beta0.85

52-Week Range

$203.40

$293.06

Current: $220.90

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 18.9x trailing earnings → 16.4x forward · 7.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $198.8M

INCREASEDTom Gayner$174.5M

INCREASEDDavid Katz$15.4M

REDUCEDFPA Queens Road$7.3M

REDUCEDMairs & Power$1.6M

SOLDAndreas Halvorsen

SOLDLee Ainslie

Q4 '256 owners · $424.0M

NEWAndreas Halvorsen$219.9M

INCREASEDTom Gayner$177.1M

INCREASEDDavid Katz$15.7M

REDUCEDFPA Queens Road$7.6M

INCREASEDLee Ainslie$2.0M

REDUCEDMairs & Power$1.7M

Q3 '255 owners · $208.8M

INCREASEDTom Gayner$182.6M

INCREASEDDavid Katz$15.2M

INCREASEDFPA Queens Road$8.2M

NEWMairs & Power$1.8M

INCREASEDLee Ainslie$933K

Q2 '254 owners · $186.7M

INCREASEDTom Gayner$159.1M

INCREASEDDavid Katz$13.4M

NEWLee Ainslie$7.1M

REDUCEDFPA Queens Road$7.1M

SOLDMairs & Power

Q1 '254 owners · $183.4M

INCREASEDTom Gayner$165.2M

INCREASEDDavid Katz$9.1M

INCREASEDFPA Queens Road$7.5M

REDUCEDMairs & Power$1.6M

SOLDLee Ainslie

Q4 '245 owners · $190.7M

INCREASEDTom Gayner$173.1M

NEWFPA Queens Road$7.9M

NEWLee Ainslie$4.5M

REDUCEDDavid Katz$3.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

3%analyst est. 3.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.4%current: 5.4%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LOW: Held by 4 superinvestors · 36 congress member trades

SELLJohn HickenlooperD

$50,001 - $100,0002026-01-14

SELLShelley Moore CapitoR

$1,001 - $15,0002025-11-13

$1,001 - $15,0002025-11-03

SELLShelley Moore CapitoR

$1,001 - $15,0002025-10-21

SELLShelley Moore CapitoR

$1,001 - $15,0002025-10-20

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-26

BUYJulia LetlowR

$1,001 - $15,0002025-08-08

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-25

$1,001 - $15,0002025-07-21

$1,001 - $15,0002025-07-01

$15,001 - $50,0002025-06-23

$1,001 - $15,0002025-06-20

$1,001 - $15,0002025-05-28

SELLJohn BoozmanR

$1,001 - $15,0002025-05-20

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

$15,001 - $50,0002025-04-15

BUYJefferson ShreveR

$15,001 - $50,0002025-04-11

SELLDan NewhouseR

$1,001 - $15,0002025-04-11

LOW Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker