Position in LW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$34,673
+$739 QoQ
Shares Held
803
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#386
of 554 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Truvestments Capital LLC holds $2,601,869 across 11 Packaged Foods names. LW ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
11,934 | $1,130,269 | |
| 2 | KHC |
Kraft Heinz Co
|
35,969 | $849,587 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
13,689 | $339,760 | |
| 4 | PPC |
Pilgrims Pride Corp
|
4,171 | $117,246 | |
| 5 | JBSS |
Sanfilippo John B & Son Inc
|
493 | $42,393 | |
| 6 | CPB |
CAMPBELL'S Co
|
1,874 | $41,733 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
This page
|
803 | $34,673 | |
| 8 | GIS |
General Mills Inc
|
939 | $32,677 |
All Filings in LW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,673 | 803 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,934 | 803 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,503 | 203 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,790 | 203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,525 | 203 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,819 | 203 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,437 | 231 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,142 | 203 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $21,625 | 203 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,942 | 203 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,316 | 263 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,334 | 203 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,217 | 203 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,301 | 216 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,708 | 203 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $14,506 | 203 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $18,126 | 286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,147 | 312 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $25,085 | 311 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $33,470 | 432 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $15,984 | 203 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $13,452 | 203 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $12,977 | 203 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $11,591 | 203 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||