Position in LW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,836,785
+$1,766,749 QoQ
Shares Held
90,790
+83.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.0167197189148705.ToString("F0")%
Shared 0.ToString("F0")%
None 97.98328028108513.ToString("F0")%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $103,784,824 across 42 Packaged Foods names. LW ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
527,766 | $19,643,450 | |
| 2 | SJM |
J M SMUCKER Co
|
201,307 | $19,414,047 | |
| 3 | KHC |
Kraft Heinz Co
|
811,859 | $18,258,708 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
680,002 | $15,402,045 | |
| 5 | DAR |
Darling Ingredients Inc.
|
98,710 | $6,105,213 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
This page
|
90,790 | $3,836,785 | |
| 7 | CAG |
Conagra Brands Inc.
|
222,256 | $3,493,864 | |
| 8 | INGR |
Ingredion Inc
|
28,777 | $3,242,016 |
All Filings in LW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,836,785 | 90,790 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,070,036 | 49,416 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,366,760 | 40,750 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,757,455 | 33,895 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,751,491 | 32,861 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,242,280 | 33,552 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,166,912 | 33,471 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,765,895 | 32,896 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,428,881 | 32,187 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,430,884 | 31,741 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $402,478 | 4,353 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $517,619 | 4,503 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $422,783 | 4,045 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $348,861 | 3,904 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $288,472 | 3,728 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $261,829 | 3,664 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $213,279 | 3,560 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $214,668 | 3,387 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $149,059 | 1,848 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $143,183 | 1,848 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $145,511 | 1,848 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $122,466 | 1,848 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $118,142 | 1,848 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $105,520 | 1,848 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||