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LOGAN CAPITAL MANAGEMENT INC

Position in LW — Lamb Weston Holdings, Inc.

CIK 1121330 Newtown Square, PA

Position in LW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$447,301
+$447,301 QoQ
Shares Held
10,359
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#263
of 554 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 17% Shared 0% None 83%

Common Shares in LW Over Time

Shares Held

Position Value (USD)

Derivatives in LW

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$437,770
PutShares
10,359

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

LOGAN CAPITAL MANAGEMENT INC holds $674,194 across 3 Packaged Foods names. LW ranks #1 (66.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LW
Lamb Weston Holdings, Inc.
This page
10,359 $447,301

All Filings in LW

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $447,301 10,359
2026-03-31 $437,770 10,359
2025-12-31 $815,094 19,458
2025-09-30 $1,367,609 23,547
2025-06-30 $1,055,198 20,351
2025-03-31 $1,105,921 20,749
2024-12-31 $3,166,337 47,379
2024-09-30 $3,264,255 50,421
2024-06-30 $4,246,544 50,506
2024-03-31 $5,355,155 50,269
2023-12-31 $4,865,022 45,009
2023-09-30 $4,460,362 48,241
2023-06-30 $4,166,362 36,245