JUPITER ASSET MANAGEMENT LTD

Position in LW — Lamb Weston Holdings, Inc.

CIK 1215838 London, X0

Position in LW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$39,864,956

-$8,177,516 QoQ

Shares Held

943,326

+109.2% QoQ

Ownership

0.683%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

JUPITER ASSET MANAGEMENT LTD holds $70,770,585 across 5 Packaged Foods names. LW ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LW	Lamb Weston Holdings, Inc. This page	943,326	$39,864,956
2	DAR	Darling Ingredients Inc.	318,409	$19,693,596
3	SMPL	Simply Good Foods Co	636,388	$9,132,167
4	BRBR	Bellring Brands, Inc.	73,802	$1,187,474
5	CAG	Conagra Brands Inc.	56,768	$892,392

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,864,956	943,326	+109.2%	Shares	Defined	2026-05-12
2024-03-31	$48,042,472	450,976	-9.4%	Shares	Defined	2024-05-10
2023-12-31	$53,827,090	497,984	+89.8%	Shares	Defined	2024-02-09
2023-09-30	$24,254,199	262,321	—	Shares	Defined	2023-11-09
No filing history on record for this holder in this stock.