Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionLevin Capital Strategies, L.p.
Latest Disclosed Ownership40,941 shares
Latest Disclosed Value $ 9,673,571
Levin Capital Strategies, L.p. reports 2,629.40% increase in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - Levin Capital Strategies, L.p. filed a 13F-HR form disclosing ownership of 40,941 shares of Lowe's Companies, Inc. (MX:LOW) valued at $9,673,571 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,500 shares of Lowe's Companies, Inc.. This represents a change in shares of 2,629.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LOWES COS COM 548661107 40,941 39,441 2,629.40 9,674 2,579.50 0.7335
2026-01-30 2025-12-31 13F LOWES COS COM 548661107 1,500 0 0.00 362 -3.99 0.0312
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 1,500 0 0.00 377 13.25 0.0341
2025-08-05 2025-06-30 13F LOWES COS COM 548661107 1,500 0 0.00 333 -4.87 0.0323
2025-05-09 2025-03-31 13F LOWES COS COM 548661107 1,500 0 0.00 350 -5.68 0.0370
2025-02-05 2024-12-31 13F LOWES COS COM 548661107 1,500 0 0.00 370 -8.87 0.0350
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 1,500 0 0.00 406 23.03 0.0388
2024-08-07 2024-06-30 13F LOWES COS COM 548661107 1,500 0 0.00 331 -13.61 0.0345
2024-05-16 2024-03-31 13F LOWES COS COM 548661107 1,500 -100 -6.25 382 7.30 0.0381
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 1,600 0 0.00 356 7.23 0.0384
2023-10-31 2023-09-30 13F LOWES COS COM 548661107 1,600 0 0.00 333 -8.03 0.0396
2023-07-31 2023-06-30 13F LOWES COS COM 548661107 1,600 0 0.00 361 13.17 0.0410
2023-04-24 2023-03-31 13F LOWES COS COM 548661107 1,600 0 0.00 320 0.31 0.0397
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 1,600 0 0.00 319 6.00 0.0428
2022-11-08 2022-09-30 13F LOWES COS COM 548661107 1,600 0 0.00 300 7.53 0.0406
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 1,600 0 0.00 279 -13.89 0.0330
2022-05-02 2022-03-31 13F LOWES COS COM 548661107 1,600 -500 -23.81 324 -40.33 0.0312
2022-02-15 2021-12-31 13F LOWES COS COM 548661107 2,100 0 0.00 543 27.46 0.0507
2021-11-10 2021-09-30 13F LOWES COS COM 548661107 2,100 0 0.00 426 4.67 0.0426
2021-08-12 2021-06-30 13F/A-1 LOWES COS COM 548661107 2,100 0 0.00 407 2.01 0.0415
2021-08-11 2021-06-30 13F LOWES COS COM 548661107 2,100 0 407 0.0266
2021-05-05 2021-03-31 13F LOWES COS COM 548661107 2,100 -2,000 -48.78 399 -39.36 0.0425
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 4,100 0 0.00 658 -3.24 0.0736
2020-11-17 2020-09-30 13F LOWES COS COM 548661107 4,100 2,000 95.24 680 139.44 0.0890
2020-08-18 2020-06-30 13F/A-1 LOWES COS COM 548661107 2,100 2,100 284 0.0390
2020-08-13 2020-06-30 13F LOWES COS COM 548661107 2,100 2,100 284 39,297.9504
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 0 -699,455 -100.00 0 -100.00
2019-02-05 2018-12-31 13F LOWES COS COM 548661107 699,455 206,770 41.97 64,602 14.20 1.4228
2018-10-29 2018-09-30 13F LOWES COS COM 548661107 492,685 -159,914 -24.50 56,570 -9.30 0.9731
2018-08-07 2018-06-30 13F LOWES COS COM 548661107 652,599 319,476 95.90 62,369 113.36 1.0756
2018-05-18 2018-03-31 13F LOWES COS COM 548661107 333,123 -31,337 -8.60 29,232 -13.70 0.5317
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 364,460 359,995 8,062.60 33,873 9,388.24 0.5723
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 4,465 1,117 33.36 357 37.31 0.0061
2017-08-11 2017-06-30 13F LOWES COS COM 548661107 3,348 83 2.54 260 -2.99 0.0045
2017-05-24 2017-03-31 13F/A-1 LOWES COS COM 548661107 3,265 0 0.00 268 15.52 0.0048
2017-05-09 2017-03-31 13F LOWES COS COM 548661107 3,265 268
2017-02-14 2016-12-31 13F LOWES COS COM 548661107 3,265 0 0.00 232 -1.69 0.0040
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 3,265 0 0.00 236 -8.53 0.0035
2016-08-12 2016-06-30 13F LOWES COS COM 548661107 3,265 0 0.00 258 4.45 0.0047
2016-05-13 2016-03-31 13F LOWES COS COM 548661107 3,265 0 0.00 247 -0.40 0.0045
2016-02-10 2015-12-31 13F LOWES COS COM 548661107 3,265 0 0.00 248 10.22 0.0044
2015-11-13 2015-09-30 13F LOWES COS COM 548661107 3,265 0 0.00 225 2.74 0.0038
2015-08-12 2015-06-30 13F LOWES COS COM 548661107 3,265 -15,613 -82.70 219 -84.40 0.0032
2015-05-12 2015-03-31 13F LOWES COS COM 548661107 18,878 -10,500 -35.74 1,404 -30.53 0.0210
2015-02-12 2014-12-31 13F LOWES COS COM 548661107 29,378 0 0.00 2,021 29.97 0.0305
2014-11-12 2014-09-30 13F LOWES COS COM 548661107 29,378 0 0.00 1,555 10.28 0.0237
2014-08-13 2014-06-30 13F LOWES COS INC COM COM 548661107 29,378 0 0.00 1,410 -1.88 0.0217
2014-05-14 2014-03-31 13F LOWES COS COM 548661107 29,378 0 0.00 1,437 -1.30 0.0241
2014-02-13 2013-12-31 13F LOWES COS COM 548661107 29,378 0 0.00 1,456 4.07 0.0234
2013-11-12 2013-09-30 13F LOWES COS COM 548661107 29,378 0 0.00 1,399 16.39 0.0239
2013-08-13 2013-06-30 13F LOWES COS COM 548661107 29,378 29,378 1,202 0.0216
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.