Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionLionstone Capital Management LLC
Latest Disclosed Ownership21,330 shares
Latest Disclosed Value $ 5,039,852
Lionstone Capital Management LLC ownership in LOW / Lowe's Companies, Inc.

On May 15, 2026 - Lionstone Capital Management LLC filed a 13F-HR form disclosing ownership of 21,330 shares of Lowe's Companies, Inc. (MX:LOW) valued at $5,039,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 21,330 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 21,330 0 0.00 5,040 -2.02 1.2203
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 21,330 -20,120 -48.54 5,144 -50.62 1.1889
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 41,450 0 0.00 10,417 13.27 2.4345
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 41,450 -14,500 -25.92 9,197 -29.53 2.2087
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 55,950 0 0.00 13,049 -5.50 3.6083
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 55,950 0 0.00 13,808 -8.88 3.5341
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 55,950 0 0.00 15,154 22.86 4.0824
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 55,950 0 0.00 12,335 -13.46 3.1502
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 55,950 0 0.00 14,252 14.46 3.6117
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 55,950 0 0.00 12,452 7.08 3.4317
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 55,950 0 0.00 11,629 -7.91 3.6268
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 55,950 0 0.00 12,628 12.86 3.7332
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 55,950 0 0.00 11,188 0.37 3.8104
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 55,950 26,000 86.81 11,147 98.17 3.9834
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 29,950 0 0.00 5,625 7.53 2.3428
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 29,950 4,268 16.62 5,231 0.73 1.8691
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 25,682 -8,210 -24.22 5,193 -40.72 1.5409
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 33,892 -19,225 -36.19 8,760 -18.70 2.1302
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 53,117 0 0.00 10,775 4.58 2.8193
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 53,117 -20,500 -27.85 10,303 -26.41 2.5096
2021-05-17 2021-03-31 13F LOWES COS COM 548661107 73,617 -16,700 -18.49 14,000 -3.43 3.5718
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 90,317 -22,700 -20.09 14,497 -22.66 4.2863
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 113,017 0 0.00 18,745 22.75 6.8721
2020-08-11 2020-06-30 13F LOWES COS COM 548661107 113,017 0 0.00 15,271 57.03 6.4769
2020-05-13 2020-03-31 13F LOWES COS COM 548661107 113,017 -44,983 -28.47 9,725 -48.60 6.2647
2020-02-12 2019-12-31 13F LOWES COS COM 548661107 158,000 0 0.00 18,922 8.91 9.0311
2019-11-12 2019-09-30 13F LOWES COS COM 548661107 158,000 -45,400 -22.32 17,374 -15.35 8.0995
2019-08-07 2019-06-30 13F LOWES COS COM 548661107 203,400 13,000 6.83 20,525 -1.53 9.1181
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 190,400 0 0.00 20,843 18.53 9.5307
2019-02-13 2018-12-31 13F LOWES COS COM 548661107 190,400 0 0.00 17,585 -19.56 8.5275
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 190,400 0 0.00 21,862 20.14 8.9569
2018-08-13 2018-06-30 13F LOWES COS COM 548661107 190,400 28,700 17.75 18,197 28.25 7.7406
2018-05-14 2018-03-31 13F LOWES COS COM 548661107 161,700 0 0.00 14,189 -5.58 6.4295
2018-02-13 2017-12-31 13F LOWES COS COM 548661107 161,700 0 0.00 15,028 16.26 7.0919
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 161,700 0 0.00 12,926 3.10 6.0895
2017-08-11 2017-06-30 13F LOWES COS COM 548661107 161,700 0 0.00 12,537 -5.69 6.3813
2017-05-12 2017-03-31 13F LOWES COS COM 548661107 161,700 0 0.00 13,293 15.59 7.6466
2017-02-14 2016-12-31 13F LOWES COS COM 548661107 161,700 0 0.00 11,500 -1.51 6.7042
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 161,700 0 0.00 11,676 -8.80 7.1673
2016-08-12 2016-06-30 13F LOWES COS COM 548661107 161,700 0 0.00 12,802 4.51 7.9146
2016-05-13 2016-03-31 13F LOWES COS COM 548661107 161,700 0 0.00 12,249 -0.38 7.3975
2016-02-11 2015-12-31 13F LOWES COS COM 548661107 161,700 0 0.00 12,296 10.34 6.5637
2015-11-13 2015-09-30 13F LOWES COS COM 548661107 161,700 0 0.00 11,144 2.91 5.8333
2015-08-13 2015-06-30 13F LOWES COS COM 548661107 161,700 0 0.00 10,829 -9.98 5.0244
2015-05-15 2015-03-31 13F LOWES COS COM 548661107 161,700 -94,000 -36.76 12,029 -31.62 5.6196
2015-02-13 2014-12-31 13F LOWES COS COM 548661107 255,700 0 0.00 17,592 30.00 8.6085
2014-11-14 2014-09-30 13F LOWES COS COM 548661107 255,700 0 0.00 13,532 10.28 7.3195
2014-08-14 2014-06-30 13F LOWES COS COM 548661107 255,700 0 0.00 12,271 -1.86 6.1017
2014-05-15 2014-03-31 13F LOWES COS COM 548661107 255,700 0 0.00 12,504 -1.31 6.1357
2014-02-14 2013-12-31 13F LOWES COS COM 548661107 255,700 0 0.00 12,670 4.07 6.1210
2013-11-13 2013-09-30 13F LOWES COS COM 548661107 255,700 -73,800 -22.40 12,174 -9.67 7.0882
2013-08-13 2013-06-30 13F LOWES COS COM 548661107 329,500 329,500 13,477 8.3075
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.