Position in LW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,340,350
+$1,192,863 QoQ
Shares Held
31,041
+789.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
of 546 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Arax Advisory Partners holds $23,747,874 across 39 Packaged Foods names. LW ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
73,048 | $3,683,095 | |
| 2 | SJM |
J M SMUCKER Co
|
32,345 | $3,638,812 | |
| 3 | CAG |
Conagra Brands Inc.
|
256,642 | $3,454,401 | |
| 4 | GIS |
General Mills Inc
|
84,320 | $2,934,336 | |
| 5 | CPB |
CAMPBELL'S Co
|
82,341 | $1,833,734 | |
| 6 | KHC |
Kraft Heinz Co
|
60,960 | $1,439,875 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
This page
|
31,041 | $1,340,350 | |
| 8 | DAR |
Darling Ingredients Inc.
|
19,768 | $1,079,728 |
All Filings in LW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,350 | 31,041 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $147,487 | 3,490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $553,492 | 13,213 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,735,488 | 29,881 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $140,306 | 2,706 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $146,414 | 2,747 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $188,928 | 2,827 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $176,221 | 2,722 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $225,418 | 2,681 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $321,187 | 3,015 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $306,975 | 2,840 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $241,319 | 2,610 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $368,759 | 3,208 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $276,455 | 2,645 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $216,876 | 2,427 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $192,444 | 2,487 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $164,786 | 2,306 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $136,295 | 2,275 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $136,837 | 2,159 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $107,213 | 1,747 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $135,750 | 1,683 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $117,873 | 1,497 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $92,910 | 1,402 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $64,952 | 1,016 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $51,161 | 896 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||