Position in LW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,540,760
+$498,040 QoQ
Shares Held
82,000
+13.9% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#115
of 554 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Derivatives in LW
reported options exposure · as of Mar 31, 2025CallValue
$2,132,000
CallShares
40,000
PutValue
$0
PutShares
0
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, 2026Soviero Asset Management, LP holds $9,307,760 across 2 Packaged Foods names. LW ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLO |
Flowers Foods Inc
|
730,000 | $5,767,000 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
This page
|
82,000 | $3,540,760 |
All Filings in LW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,540,760 | 82,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,042,720 | 72,000 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,132,000 | 40,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $3,304,600 | 62,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,341,500 | 50,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||