Position in LW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,558,291
+$469,043 QoQ
Shares Held
82,406
+12.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#115
of 556 holders
Holding Since
Mar 2024
5 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, 2026Edgestream Partners, L.P. holds $28,054,220 across 9 Packaged Foods names. LW ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMPL |
Simply Good Foods Co
|
570,207 | $7,572,348 | |
| 2 | INGR |
Ingredion Inc
|
54,664 | $5,177,227 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
304,380 | $3,938,677 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
This page
|
82,406 | $3,558,291 | |
| 5 | POST |
Post Holdings, Inc.
|
40,138 | $3,542,579 | |
| 6 | PPC |
Pilgrims Pride Corp
|
96,440 | $2,710,928 | |
| 7 | MZTI |
Marzetti Co
|
8,826 | $1,007,576 | |
| 8 | CAG |
Conagra Brands Inc.
|
20,626 | $277,625 |
All Filings in LW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,558,291 | 82,406 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,089,248 | 73,101 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $1,236,232 | 21,285 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $3,847,087 | 72,178 | Shares | Sole | 2025-05-02 | |
| 2024-03-31 | $479,065 | 4,497 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||