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A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 8.85M | $1.0B | 8.38% | Reduced -6.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.83M | $779.8M | 6.47% | Reduced -1.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.05M | $576.4M | 4.78% | Reduced -2.4% |
| STATE STREET CORP | 4.52M | $515.8M | 4.28% | Held |
| FEDERATED HERMES, INC. | 3.63M | $413.9M | 3.43% | Added +20.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.97M | $337.9M | 2.81% | Reduced -4.2% |
| Invesco Ltd. | 2.33M | $266.2M | 2.21% | Added +28.4% |
| FIL Ltd | 2.03M | $231.3M | 1.92% | Added ×248 |
| FLOSSBACH VON STORCH SE | 1.82M | $207.4M | 1.72% | Reduced -2.2% |
| MORGAN STANLEY | 1.62M | $184.8M | 1.53% | Reduced -11.5% |
| GOLDMAN SACHS GROUP INC | 1.32M | $150.2M | 1.25% | Added +88.4% |
| JANE STREET GROUP, LLC | 1.08M | $123.0M | 1.02% | Added +11.0% |
| CITADEL ADVISORS LLC | 1.07M | $122.7M | 1.02% | Added +83.8% |
| NORGES BANK | 1.03M | $117.8M | 0.98% | New |
| CITIGROUP INC | 978K | $111.7M | 0.93% | Added +68.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 945K | $107.9M | 0.90% | Added +8.9% |
| UBS Group AG | 929K | $106.1M | 0.88% | Added +92.9% |
| NORTHERN TRUST CORP | 917K | $104.7M | 0.87% | Reduced -7.5% |
| FMR LLC | 909K | $103.8M | 0.86% | Reduced -78.9% |
| AQR CAPITAL MANAGEMENT LLC | 902K | $101.5M | 0.85% | Reduced -39.7% |
| Legal & General Group Plc | 882K | $100.7M | 0.83% | Reduced -12.5% |
| JPMORGAN CHASE & CO | 868K | $99.2M | 0.82% | Reduced -8.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 822K | $93.8M | 0.78% | Added +0.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 772K | $88.1M | 0.73% | Reduced -21.5% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 723K | $82.6M | 0.68% | New |
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Francois Rochon Giverny Capital | Jun 30, 2026 | 129K | $14.7M | 0.53% | Reduced -9.7% |
| Tweedy Browne Tweedy, Browne Co | Sep 30, 2026 | 24K | $2.3M | 0.19% | Added +34.0% |
Sold out last quarter: Andreas Halvorsen
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On May 26, 2026, the Reporting Persons entered into a Cooperation Agreement (the "Cooperation Agreement") with the Issuer. Pursuant to the Cooperation Agreement, the Issuer has agreed to (i) appoint Laura Gentile and Marc Maurer to the Board as independent directors, effective immediately following the Annual Meeting, (ii) increase the size of the Board in connection therewith, (iii) take all necessary steps to appoint a new independent director with apparel product and brand expertise to the Board by October 1, 2026, subject to the approval of the Reporting Persons, not to be unreasonably withheld, conditioned or de…Read the filing ↗
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On May 18, 2026, Mr. Wilson issued a press release (the "May 18 Press Release"), a copy of which is attached as Exhibit 99.1 to this Amendment, setting forth details of his recent negotiations with the Issuer. The May 18 Press Release highlighted Mr. Wilson's support for the eight key terms proposed by the Issuer as part of a potential resolution, and detailed Mr. Wilson's responses to other items in the Issuer's proposal, including to align the proposed framework with customary terms such as replacement rights and an expense reimbursement. The May 18 Press Release noted that such customary terms are so common that th…Read the filing ↗
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On May 6, 2026, Mr. Wilson issued an open letter to shareholders of the Issuer (the "May 6 Open Letter"), a copy of which is attached as Exhibit 99.1 to this Amendment, setting forth his views on the characteristics of a successful creative business, which include inspiring the core customer, focusing on technical details when developing products, driving disruption, cultivating a culture that prioritizes experimentation and innovation, and emphasizing creativity at the board level. The May 6 Open Letter also expressed Mr. Wilson's belief that the Nominees, based on their individual and collective experience in brand …Read the filing ↗
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On April 29, 2026, Mr. Wilson issued an open letter to shareholders of the Issuer (the "April Open Letter"), a copy of which is attached as Exhibit 99.1 to this Amendment, setting forth his views that the Board's continued failure to understand the premium positioning of the Issuer's brand has contributed to destruction of shareholder value and highlighting the market's reaction to the Board's appointment of a new CEO without first undertaking substantive Board refreshment. The April Open Letter also expressed Mr. Wilson's belief that the Board's governance and personal history preclude it from making real change in t…Read the filing ↗
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On April 10, 2026, the Reporting Persons filed a definitive proxy statement and accompanying GOLD proxy card with the SEC to be used to solicit votes to elect each of Laura Gentile, Eric Hirshberg and Marc Maurer to the Board, and to approve the Proposal for consideration by shareholders at the Annual Meeting, which requests that the Issuer take all necessary steps to declassify the Board.Read the filing ↗
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On March 27, 2026, the Reporting Persons filed a preliminary proxy statement and accompanying GOLD proxy card with the SEC to be used-once definitive-to solicit votes to elect each of Laura Gentile, Eric Hirshberg and Marc Maurer to the Board, and to approve the Proposal for consideration by shareholders at the Annual Meeting, which requests that the Issuer take all necessary steps to declassify the Board. Also on March 27, 2026, Mr. Wilson began distributing a mailer to shareholders of the Issuer (the "March 27 Mailer") that highlights the stock price deterioration of the Issuer over certain time frames, including o…Read the filing ↗
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On March 17, 2026, Mr. Wilson issued a press release (the "March 17th Press Release"), a copy of which is attached as Exhibit 99.1 to this Amendment. The March 17th Press Release sets forth a series of questions for the Issuer to address during the Issuer's fourth quarter and full year fiscal 2025 earnings call, including questions regarding the relationship between discounting and its impact on premium brand value, the decision-making process for product launches, changes made to address product failures, and efforts to remedy underperformance in North American sales. The information contained in Exhibit 99.1 of this…Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: On March 12, 2026, Mr. Wilson issued a press release (the "March 12th Press Release"), a copy of which is attached as Exhibit 99.1 to this Amendment. The March 12th Press Release contains a letter addressed to potential CEO candidates of the Issuer and sets forth Mr. Wilson's views regarding the need for meaningful Board refreshment to support visionary leadership and the success of the Issuer's next CEO. The March 12th Press Release also highlights certain questions, including questions relating to Board independence, investment in innovation, and support for internal talent development, that Mr. Wilson believes that CEO candidates shou…Read the filing ↗
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On March 5, 2026, Mr. Wilson issued a press release, a copy of which is attached as Exhibit 99.1 to this Amendment, announcing the launch of the campaign website CreativityFirstlulu.com (the "Creativity First lulu Website"). The Creativity First lulu Website sets forth certain steps that Mr. Wilson believes the Issuer should take to restore investor confidence, including empowering creative leadership, rebuilding the knowledge and systems that can deliver products more quickly, avoiding chasing revenue at the expense of brand value, and recommitting to the Issuer's original muse. The Creativity First lulu Website also…Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: On February 27, 2026, Mr. Wilson issued an open letter to shareholders of the Issuer (the "February Open Letter"), a copy of which is attached as Exhibit 99.1 to this Amendment, setting forth his views that the Issuer's long overdue response to his constructive framework did not reflect serious engagement toward arriving at a resolution that puts the Issuer in the best position to unlock value for the benefit of all shareholders, and expressing concerns about the Board's independence, which he believes underscores the need for meaningful Board refreshment endorsed by the Issuer's shareholders to effectuate substantial change. The informa…Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: On December 29, 2025, Mr. Wilson delivered a letter to the Issuer (the "Nomination and Proposal Notice") (i) nominating a slate of highly qualified director candidates, including Laura Gentile, Eric Hirshberg and Marc Maurer (each, a "Nominee" and collectively, the "Nominees") for election to the board of directors of the Issuer (the "Board") at the Issuer's 2026 annual meeting of shareholders (the "Annual Meeting") and (ii) submitting a non-binding, advisory business proposal requesting that the Issuer take all necessary steps to declassify the Board (the "Proposal"). As evidenced by their biographies below, the Nominees collectively po…Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: On December 12, 2025, in response to the announcement of the market-unanticipated departure of the Issuer's Chief Executive Officer, Calvin McDonald, Mr. Wilson issued a press release (the "December 12th Press Release"), a copy of which is attached as Exhibit 5 to this Amendment. In the December 12th Press Release, Mr. Wilson set forth his views regarding the Issuer's failure to effectively manage a succession plan, and reiterated his belief in the need for the Issuer to add refreshed, experienced directors who can advise on the CEO selection process and hold management accountable to restore the value of the Issuer for shareholders. The…Read the filing ↗
