Li Lu
Himalaya Capital Management
Himalaya Capital Management Portfolio 13F
Li Lu Holdings Activity
- Portfolio value:
- $3.57B≈ (+$339M≈)
- Previous value:
- $3.23B≈
- # of changes:
- 2
- New positions:
- 1
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 19 Feb 2026
Himalaya Capital Management has disclosed a total of 2 changes to the portfolio in the (2025 Q4) SEC report(s): bought 1 totally new and completely sold out 1 position(s).
What stocks did Li Lu buy in 2025 Q4?
During 2025 Q4 Li Lu has bought (CROX) Crocs Inc (new buy).
In the 2025 Q4 report(s) no changes have been made to any of these investments.
2 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Crocs Inc
|
new
|
+628,159
|
628,159
|
+1.51%
|
$85.52
|
+61.10%($137.77)
|
1.51%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Sable Offshore Corp
|
-100%
|
-1,343,000
|
0
|
-0.73%
|
$17.46
|
-75.29%($4.32)
|
0.00%
|
2024 Q3
|
≈ 1.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.