Position in LW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,681,312
-$5,128,896 QoQ
Shares Held
63,448
-56.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Aquatic Capital Management LLC holds $42,595,401 across 18 Packaged Foods names. LW ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
448,303 | $9,983,707 | |
| 2 | DAR |
Darling Ingredients Inc.
|
121,700 | $7,527,145 | |
| 3 | SMPL |
Simply Good Foods Co
|
355,426 | $5,100,363 | |
| 4 | CAG |
Conagra Brands Inc.
|
191,885 | $3,016,432 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
This page
|
63,448 | $2,681,312 | |
| 6 | SFD |
Smithfield Foods Inc
|
82,246 | $2,300,420 | |
| 7 | GIS |
General Mills Inc
|
58,718 | $2,185,483 | |
| 8 | SJM |
J M SMUCKER Co
|
22,310 | $2,151,576 |
All Filings in LW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,681,312 | 63,448 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $7,810,208 | 146,533 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $15,838,398 | 171,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,046,110 | 17,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $449,436 | 4,300 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,435,672 | 44,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $157,212 | 2,200 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||