
What smart money is saying about Lowe's Companies, Inc.
1 fund in our archive has pitched Lowe's Companies, Inc. — most recently Aristotle Global Equity in December 2025.
Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States and internationally. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, decor, lighting, and electrical. It also offers installation services through independent contractors in various product categories; extended protection plans; and in-warranty and out-of-warranty repair services. The company sells its national brand-name merchandise and private brand products to homeowners, renters, and professional customers. As of January 28, 2022, it operated 1,971 home improvement and hardware stores. The company also sells its products through websites comprising Lowes.com and Lowesforpros.com; and through mobile applications. Lowe's Companies, Inc. was founded in 1921 and is based in Mooresville, North Carolina.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Lowe's Companies, Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“We added to the portfolio’s holdings in Intuit, Lowe’s, Medtronic, Meta (Facebook), Nike, PepsiCo, TE Connectivity, Thermo Fisher Scientific, and Tyson Foods.”
Read the letterLowe's Companies, Inc. - June 2026
Listed in Baron Real Estate Fund’s reported holdings.
Read the letterLowe's Companies, Inc.
Fund coverage · 1 thesis
- Aristotle Global EquityDecember 2025
Lowe's Companies, Inc. is a scaled home improvement retailer improving operations and targeting pro customer growth, with attractive valuation and clear catalysts to expand margins and share.
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