Position in LW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,146,229
-$1,950,198 QoQ
Shares Held
96,022
-33.4% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#5
of 115 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Bernzott Capital Advisors holds $13,928,190 across 3 Packaged Foods names. LW ranks #3 (29.8% of the industry book) .
All Filings in LW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,146,229 | 96,022 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,096,427 | 144,260 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,945,240 | 118,053 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,708,472 | 115,504 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,023,362 | 116,169 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,545,065 | 104,035 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,790,262 | 101,605 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,353,907 | 98,145 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,921,491 | 46,640 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||