Position in LW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$647,700
+$13,800 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 556 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Derivatives in LW
reported options exposure · as of Jun 30, 2026CallValue
$6,969,252
CallShares
161,400
PutValue
$7,344,918
PutShares
170,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Point72 Asset Management, L.P. holds $219,128,012 across 20 Packaged Foods names. LW ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
689,741 | $77,595,862 | |
| 2 | DAR |
Darling Ingredients Inc.
|
1,145,141 | $62,547,601 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
2,912,288 | $37,685,006 | |
| 4 | JJSF |
J&J Snack Foods Corp
|
127,169 | $9,340,563 | |
| 5 | UTZ |
Utz Brands, Inc.
|
1,043,982 | $8,038,661 | |
| 6 | SFD |
Smithfield Foods Inc
|
218,089 | $5,290,839 | |
| 7 | NOMD |
Nomad Foods Ltd
|
404,970 | $4,434,421 | |
| 8 | JBSS |
Sanfilippo John B & Son Inc
|
37,961 | $3,264,266 |
All Filings in LW
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,700 | 15,000 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $6,969,252 | 161,400 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $7,344,918 | 170,100 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $633,900 | 15,000 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,446,854 | 57,900 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $2,087,644 | 49,400 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $1,361,425 | 32,500 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $628,350 | 15,000 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $4,792,216 | 114,400 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $105,579,334 | 1,817,826 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $777,750 | 15,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,991,085 | 187,450 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $18,378,250 | 275,000 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $148,902 | 2,300 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $4,204,000 | 50,000 | Call | Defined | 2024-09-16 | |
| 2024-03-31 | $724,404 | 6,800 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $50,093,708 | 470,231 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $958,770 | 9,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $5,404,500 | 50,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $144,627,770 | 1,338,031 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $118,899 | 1,100 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $136,736,874 | 1,478,876 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $101,706 | 1,100 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $35,134,800 | 380,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $199,832,873 | 1,738,433 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $129,898,605 | 1,242,811 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $172,339,517 | 1,928,598 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $58,436,060 | 755,183 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $100,346,418 | 1,404,232 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $3,573,000 | 50,000 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $8,533,879 | 142,445 | Shares | Defined | 2022-05-16 | |
| 2021-06-30 | $34,413,830 | 426,653 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $34,223,690 | 441,710 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $38,501,497 | 488,970 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,940,500 | 150,000 | Call | Defined | 2020-11-16 | |
| 2020-09-30 | $27,097,736 | 408,899 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,980,495 | 156,116 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,990,260 | 332,579 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||