Position in LW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,089,248
+$1,853,016 QoQ
Shares Held
73,101
+243.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Edgestream Partners, L.P. holds $26,282,438 across 7 Packaged Foods names. LW ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
70,654 | $7,959,879 | |
| 2 | SMPL |
Simply Good Foods Co
|
446,670 | $6,409,714 | |
| 3 | SJM |
J M SMUCKER Co
|
55,702 | $5,371,900 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
This page
|
73,101 | $3,089,248 | |
| 5 | PPC |
Pilgrims Pride Corp
|
37,531 | $1,417,170 | |
| 6 | DAR |
Darling Ingredients Inc.
|
16,826 | $1,040,688 | |
| 7 | POST |
Post Holdings, Inc.
|
10,053 | $993,839 |
All Filings in LW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||