% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for LVMUY in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Aristotle Capital Management, LLC | 439,990439,990 | $47M | — | TRIM -4% |
| 2 | ACADEMY CAPITAL MANAGEMENT | 103,466103,466 | $11M | — | TRIM -10% |
| 3 | APPLETON PARTNERS INC/MA | 38,49638,496 | $4M | — | ADD 2% |
| 4 | McGinn Penninger Investment Management, Inc. | 32,06032,060 | $4M | — | ADD 3% |
| 5 | RHUMBLINE ADVISERS | 31,17431,174 | $3M | — | ADD 5% |
| 6 | Lester Murray Antman dba SimplyRich | 14,80014,800 | $2M | — | NEW |
| 7 | HANTZ FINANCIAL SERVICES, INC. | 11,09611,096 | $1M | — | ADD 101% |
| 8 | AlpenGlobal Capital LLC | 9,0449,044 | $965,149 | — | NEW |
| 9 | AR ASSET MANAGEMENT INC | 8,5008,500 | $929,000 | — | — |
| 10 | WEIK CAPITAL MANAGEMENT | 8,1408,140 | $889,214 | — | ADD 11% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Lester Murray Antman dba SimplyRich | +14,800 | $2M | OPEN |
| AlpenGlobal Capital LLC | +9,044 | $984,439 | OPEN |
| HANTZ FINANCIAL SERVICES, INC. | +5,582 | $607,601 | ADD |
| GM Advisory Group, LLC | +4,522 | $492,220 | OPEN |
| RHUMBLINE ADVISERS | +1,618 | $176,119 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | −71,330 | $8M | TRIM |
| Uniplan Investment Counsel, Inc. | −18,433 | $2M | CLOSE |
| Aristotle Capital Management, LLC | −18,166 | $2M | TRIM |
| ACADEMY CAPITAL MANAGEMENT | −11,511 | $1M | TRIM |
| MITCHELL CAPITAL MANAGEMENT CO | −10,365 | $1M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 496K | 496K | 472K | 473K | 458K | 440K | $47M |
| ACADEMY CAPITAL MANAGEMENT | 52K | 52K | 168K | 116K | 115K | 103K | $11M |
| APPLETON PARTNERS INC/MA | 35K | 45K | 42K | 40K | 38K | 38K | $4M |
| McGinn Penninger Investment Management, Inc. | 23K | 29K | 30K | 32K | 31K | 32K | $4M |
| RHUMBLINE ADVISERS | 26K | 28K | 28K | 24K | 30K | 31K | $3M |
| Lester Murray Antman dba SimplyRich | 15K | 15K | 15K | — | — | 15K | $2M |
| HANTZ FINANCIAL SERVICES, INC. | 7K | 7K | 6K | 6K | 6K | 11K | $1M |
| AlpenGlobal Capital LLC | — | — | 9K | — | — | 9K | $965,149 |
| AR ASSET MANAGEMENT INC | — | — | — | 9K | 9K | 9K | $929,000 |
| WEIK CAPITAL MANAGEMENT | 5K | 7K | 7K | 7K | 7K | 8K | $889,214 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
