Position in LW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,198
+$181 QoQ
Shares Held
265
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Triumph Capital Management holds $308,553 across 13 Packaged Foods names. LW ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
5,678 | $89,258 | |
| 2 | KHC |
Kraft Heinz Co
|
3,533 | $79,457 | |
| 3 | BGS |
B&G Foods, Inc.
|
8,118 | $39,047 | |
| 4 | GIS |
General Mills Inc
|
631 | $23,485 | |
| 5 | PPC |
Pilgrims Pride Corp
|
525 | $19,824 | |
| 6 | INGR |
Ingredion Inc
|
175 | $19,715 | |
| 7 | SJM |
J M SMUCKER Co
|
147 | $14,176 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
This page
|
265 | $11,198 |
All Filings in LW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,198 | 265 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,017 | 263 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||