LONDON CO OF VIRGINIA

Position in LW — Lamb Weston Holdings, Inc.

CIK 1259887 RICHMOND, VA

Back to LW Full portfolio

Position in LW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$83,247,086

-$3,833,468 QoQ

Shares Held

1,969,879

-5.2% QoQ

Ownership

1.43%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.97980383566707.ToString("F0")% Shared 0.2576808017142169.ToString("F0")% None 3.7625153626187195.ToString("F0")%

Common Shares in LW Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

LONDON CO OF VIRGINIA holds $282,362,244 across 4 Packaged Foods names. LW ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POST	Post Holdings, Inc.	1,476,638	$145,980,432
2	LW	Lamb Weston Holdings, Inc. This page	1,969,879	$83,247,086
3	MZTI	Marzetti Co	360,415	$49,856,206
4	MICC	Magnum Ice Cream Co N.V.	219,299	$3,278,520

All Filings in LW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$83,247,086	1,969,879	-5.2%	Shares	Sole	2026-05-15
2025-12-31	$87,080,554	2,078,791	-13.0%	Shares	Sole	2026-02-17
2025-09-30	$138,753,758	2,389,011	-4.1%	Shares	Sole	2025-11-14
2025-06-30	$129,124,803	2,490,353	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$134,659,625	2,526,447	-5.9%	Shares	Sole	2025-05-15
2024-12-31	$179,479,850	2,685,618	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$175,107,198	2,704,776	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$222,165,424	2,642,310	-0.5%	Shares	Sole	2024-08-14
2024-03-31	$282,801,675	2,654,667	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$283,264,437	2,620,635	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$240,998,654	2,606,518	-3.4%	Shares	Sole	2023-11-14
2023-06-30	$310,296,489	2,699,404	-4.1%	Shares	Sole	2023-08-14
2023-03-31	$294,271,356	2,815,455	-21.1%	Shares	Sole	2023-05-15
2022-12-31	$318,933,703	3,569,088	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$280,309,436	3,622,505	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$264,028,835	3,694,778	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$223,782,302	3,735,308	+0.9%	Shares	Sole	2022-05-16
2021-12-31	$234,614,696	3,701,715	+39.9%	Shares	Sole	2022-02-14
2021-09-30	$162,393,366	2,646,136	-6.1%	Shares	Sole	2021-11-15
2021-06-30	$227,198,571	2,816,744	+5.3%	Shares	Sole	2021-08-16
2021-03-31	$207,225,916	2,674,573	+1.8%	Shares	Sole	2021-05-14
2020-12-31	$206,880,767	2,627,391	+4.9%	Shares	Sole	2021-02-16
2020-09-30	$166,024,044	2,505,267	+7.6%	Shares	Sole	2020-11-13
2020-06-30	$148,791,193	2,327,408	+40.4%	Shares	Sole	2020-08-14
2020-03-31	$94,630,688	1,657,280	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.