Y-Intercept (Hong Kong) Ltd

Position in LW — Lamb Weston Holdings, Inc.

CIK 1772875 HONG KONG, K3

Position in LW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,990,511

-$1,517,399 QoQ

Shares Held

46,098

-45.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

of 38 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Jun 30, 2026

Y-Intercept (Hong Kong) Ltd holds $27,204,487 across 20 Packaged Foods names. LW ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPC	Pilgrims Pride Corp	149,503	$4,202,529
2	CPB	CAMPBELL'S Co	95,617	$2,129,390
3	LW	Lamb Weston Holdings, Inc. This page	46,098	$1,990,511
4	JJSF	J&J Snack Foods Corp	26,320	$1,933,204
5	SFD	Smithfield Foods Inc	79,283	$1,923,405
6	HLF	Herbalife Ltd.	136,201	$1,791,043
7	INGR	Ingredion Inc	18,607	$1,762,268
8	POST	Post Holdings, Inc.	19,220	$1,696,357

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,990,511	46,098	-45.0%	Shares	Sole	2026-07-14
2025-12-31	$3,507,910	83,741	+59.8%	Shares	Sole	2026-02-13
2025-09-30	$3,042,811	52,390	+300.4%	Shares	Sole	2025-10-31
2025-06-30	$678,509	13,086	-51.4%	Shares	Sole	2025-08-01
2025-03-31	$1,435,582	26,934	+114.5%	Shares	Sole	2025-05-06
2024-03-31	$1,337,484	12,555	-11.1%	Shares	Sole	2024-05-10
2023-03-31	$1,476,449	14,126	+100.7%	Shares	Sole	2023-05-09
2022-12-31	$629,005	7,039	-70.8%	Shares	Sole	2023-02-14
2022-06-30	$1,722,114	24,099	+88.0%	Shares	Sole	2022-08-08
2021-12-31	$812,278	12,816	+136.3%	Shares	Sole	2022-02-14
2021-09-30	$332,809	5,423	+112.8%	Shares	Sole	2021-11-15
2021-03-31	$197,419	2,548	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.