JUPITER ASSET MANAGEMENT LTD

Position in LW — Lamb Weston Holdings, Inc.

CIK 1215838 London, X0

Position in LW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$53,734,832

+$13,869,876 QoQ

Shares Held

1,244,438

+31.9% QoQ

Ownership

0.905%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#20

of 554 holders

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

JUPITER ASSET MANAGEMENT LTD holds $85,570,238 across 4 Packaged Foods names. LW ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LW	Lamb Weston Holdings, Inc. This page	1,244,438	$53,734,832
2	CAG	Conagra Brands Inc.	1,927,820	$25,948,456
3	SMPL	Simply Good Foods Co	421,245	$5,594,133
4	KHC	Kraft Heinz Co	12,397	$292,817

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,734,832	1,244,438	+31.9%	Shares	Defined	2026-08-10
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.