Position in LW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,434,596
+$11,929,744 QoQ
Shares Held
681,672
+64.6% QoQ
Ownership
0.496%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#33
of 556 holders
Holding Since
Mar 2020
15 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, 2026Gotham Asset Management, LLC holds $480,776,721 across 22 Packaged Foods names. LW ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
2,262,103 | $78,721,184 | |
| 2 | MKC |
Mccormick & Co Inc
|
1,090,454 | $54,980,690 | |
| 3 | FLO |
Flowers Foods Inc
|
6,650,995 | $52,542,860 | |
| 4 | CPB |
CAMPBELL'S Co
|
1,829,112 | $40,734,324 | |
| 5 | CAG |
Conagra Brands Inc.
|
2,558,417 | $34,436,292 | |
| 6 | KHC |
Kraft Heinz Co
|
1,367,832 | $32,308,191 | |
| 7 | PPC |
Pilgrims Pride Corp
|
1,092,233 | $30,702,669 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
This page
|
681,672 | $29,434,596 |
All Filings in LW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,434,596 | 681,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,504,852 | 414,218 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,721,084 | 136,574 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,091,552 | 156,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,762,464 | 53,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $540,195 | 10,135 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $1,269,852 | 11,047 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,559,333 | 14,919 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,408,045 | 15,757 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,126,634 | 27,483 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $317,822 | 4,102 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $814,959 | 10,350 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $528,171 | 7,970 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,579,518 | 24,707 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,907,843 | 120,978 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||