Position in LW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$410,893
-$656,966 QoQ
Shares Held
9,723
-61.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026&PARTNERS holds $31,287,061 across 15 Packaged Foods names. LW ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
387,233 | $19,532,032 | |
| 2 | GIS |
General Mills Inc
|
65,963 | $2,455,142 | |
| 3 | DAR |
Darling Ingredients Inc.
|
29,997 | $1,855,314 | |
| 4 | INGR |
Ingredion Inc
|
15,705 | $1,769,325 | |
| 5 | KHC |
Kraft Heinz Co
|
72,564 | $1,631,964 | |
| 6 | SJM |
J M SMUCKER Co
|
8,891 | $857,448 | |
| 7 | POST |
Post Holdings, Inc.
|
8,636 | $853,754 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
This page
|
9,723 | $410,893 |
All Filings in LW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,893 | 9,723 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,067,859 | 25,492 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,437,189 | 24,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,318,286 | 25,425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,389,264 | 26,065 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,815,904 | 27,172 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $509,892 | 7,876 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $505,825 | 6,016 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $364,545 | 3,422 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||