LZB
LA-Z-BOY INCORPORATEDMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q2 2023 | 13Q | $26 | $35 | +32% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $40 | $35 | -14% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $39 | $35 | -11% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $39 | $35 | -11% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $39 | $35 | -11% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $39 | $35 | -11% |
| Two Sigma Investments | Q2 2026(8Q snapshot) | 1Q | $34 | $35 | +1% |
| Point72 Asset Management | Q2 2026(8Q snapshot) | 1Q | $34 | $35 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 5× in & out | Q4 2025 | Q1 2026 | → $38 | +27% |
| Coatue Management 4× in & out | Q1 2020 | Q2 2020 | → $20 | -29% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at LA-Z-BOY INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Feb 23, 2026 — the most recent Form 4 on file — not from today.
- Form 40001928419-26-000002Feb 23, 2026
- Form 40001401223-26-000001Jan 16, 2026
- Form 40002049606-26-000001Jan 16, 2026
- Form 40001928419-26-000001Jan 16, 2026
- Form 40001286334-25-000005Sep 9, 2025
- Form 40001198872-25-000003Aug 29, 2025
- Form 40001786728-25-000006Aug 29, 2025
- Form 40001499643-25-000004Aug 29, 2025
- Form 40001540121-25-000006Aug 29, 2025
- Form 40001286334-25-000004Aug 29, 2025
- Form 40001982687-25-000003Aug 29, 2025
- Form 40000057131-25-000089Aug 29, 2025
- Form 40001891707-25-000004Aug 29, 2025
- Form 40000057131-25-000074Jul 17, 2025
- Form 40000057131-25-000073Jul 17, 2025
Fundamentals
XBRL · LA-Z-BOY INCORPORATEDAnnual figures sourced directly from LA-Z-BOY INCORPORATED's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for LA-Z-BOY INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportFeb 17, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventDec 9, 2025
- 10-QQuarterly reportNov 18, 2025
- 8-KMaterial eventNov 18, 2025
- 8-KMaterial eventOct 14, 2025
- 8-KMaterial eventAug 27, 2025
- 10-QQuarterly reportAug 19, 2025
- 8-KMaterial eventAug 19, 2025
- DEF 14AProxy statementJul 16, 2025
- 8-KMaterial eventJul 14, 2025
- 8-KMaterial eventJul 2, 2025
- 8-KMaterial eventJun 20, 2025
- 10-KAnnual reportJun 17, 2025
- 8-KMaterial eventJun 17, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $34 | $37 | +9% |
| Two Sigma Investments | Q2 2026 | open | $34 | $35 | +1% |
| Point72 Asset Management | Q2 2026 | open | $34 | $35 | +1% |
| Maverick Capital | Q4 2025 | Q1 2026 | $30 | $38 | +27% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $30 | $38 | +25% |
| Renaissance Technologies | Q3 2025 | open | $39 | $35 | -10% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $39 | $42 | +7% |
| Citadel Advisors | Q3 2024 | open | $39 | $35 | -11% |
| D.E. Shaw | Q3 2024 | open | $39 | $35 | -11% |
| AQR Capital Management | Q3 2024 | open | $39 | $35 | -11% |
| Millennium Management | Q3 2024 | open | $39 | $35 | -11% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $40 | $42 | +4% |
| Maverick Capital | Q4 2023 | Q2 2025 | $30 | $43 | +45% |
| Bridgewater Associates | Q2 2023 | Q4 2023 | $26 | $28 | +7% |
| Maverick Capital | Q2 2022 | Q3 2023 | $24 | $30 | +26% |
| Maverick Capital | Q2 2021 | Q4 2021 | $39 | $33 | -14% |
| Coatue Management | Q1 2020 | Q2 2020 | $28 | $20 | -29% |
| Coatue Management | Q3 2019 | Q4 2019 | $27 | $32 | +16% |
| Maverick Capital | Q2 2019 | Q1 2021 | $29 | $36 | +22% |
| Coatue Management | Q4 2018 | Q1 2019 | $25 | $26 | +7% |
| Coatue Management | Q2 2018 | Q3 2018 | $25 | $27 | +6% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.