YOUSIF CAPITAL MANAGEMENT, LLC
Position in LW — Lamb Weston Holdings, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in LW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,722,363
+$7,072 QoQ
Shares Held
39,888
-1.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#158
of 556 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $36,663,081 across 19 Packaged Foods names. LW ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
68,775 | $7,737,187 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
261,899 | $6,500,333 | |
| 3 | MKC |
Mccormick & Co Inc
|
120,244 | $6,062,702 | |
| 4 | DAR |
Darling Ingredients Inc.
|
45,998 | $2,512,410 | |
| 5 | GIS |
General Mills Inc
|
67,219 | $2,339,221 | |
| 6 | KHC |
Kraft Heinz Co
|
77,827 | $1,838,273 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
This page
|
39,888 | $1,722,363 | |
| 8 | CAG |
Conagra Brands Inc.
|
98,870 | $1,330,790 |
All Filings in LW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,722,363 | 39,888 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,715,291 | 40,589 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $721,262 | 17,218 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,060,540 | 18,260 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $999,356 | 19,274 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,033,700 | 19,394 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,248,651 | 18,684 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,259,322 | 19,452 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,616,942 | 19,231 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,065,510 | 19,389 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,119,212 | 19,606 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,700,386 | 29,206 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,356,654 | 29,201 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,136,702 | 20,443 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,942,507 | 21,738 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,672,491 | 21,614 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,565,402 | 21,906 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,382,782 | 23,081 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,425,352 | 22,489 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||