Lululemon Athletica Inc (LULU) is gone from Francois Rochon's Giverny Capital portfolio as of September 30, 2026, according to the 13F-HR filed with the SEC on November 12, 2026. A quarter earlier the position was 129K shares worth about $14.7M, or 0.49% of the reported book. LULU had been in the portfolio for 9 years, since the quarter ended September 30, 2017.
What did the 2026 Q3 filing report for LULU?
As of September 30, 2026, from the 13F-HR filed November 12, 2026.
| Before | After | |
|---|---|---|
| Shares | 129K | 0 |
| Reported value | $14.7M | $0 |
| Portfolio weight | 0.49% | 0% |
| Held since | 2017 Q3 | sold out in 2026 Q3 |
| Quarters held | 36 |
What did Francois Rochon sell?
Francois Rochon sold 129K shares of LULU between the quarter ended June 30, 2026 and September 30, 2026. The LULU exit was the 6th largest of the quarter's 51 position changes by percent change to portfolio.
Where does LULU sit in the Francois Rochon portfolio?
Before the sale, LULU carried 0.49% of the Francois Rochon portfolio, below the fund's average stock position of 2%. The largest stock position is META at 7.23%. Next come GOOG at 6.83% and SCHW at 5.7%. The three largest stocks together are 19.75% of the book. Across the 2026 Q3 portfolio, Francois Rochon reported 51 stock positions, with 3 opened and 3 closed. The total portfolio value is about $2.92B, down 2% from the prior quarter.
How long has Francois Rochon held LULU?
Francois Rochon held LULU for 9 years, from the quarter ended September 30, 2017 to June 30, 2026. The weight peaked at 2.92% in 2023 Q4. Last quarter the fund had trimmed the position by 10%. Every reported trade is on the Francois Rochon LULU trade history page.
FAQ
How many LULU shares did Francois Rochon sell?
Francois Rochon sold all 129K shares of LULU it reported a quarter earlier, worth about $14.7M.
When did Francois Rochon first buy LULU?
Francois Rochon first reported LULU in the quarter ended September 30, 2017.
How much of the Francois Rochon portfolio was LULU?
LULU was 0.49% of the Francois Rochon portfolio at the prior quarter-end, and 0% after the sale.