Position in LW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$46,288
-$2,437 QoQ
Shares Held
1,072
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#53
of 126 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026SJS Investment Consulting Inc. holds $12,493,140 across 29 Packaged Foods names. LW ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
475,479 | $11,801,388 | |
| 2 | GIS |
General Mills Inc
|
3,490 | $121,452 | |
| 3 | INGR |
Ingredion Inc
|
1,090 | $103,233 | |
| 4 | CAG |
Conagra Brands Inc.
|
6,678 | $89,885 | |
| 5 | KHC |
Kraft Heinz Co
|
2,930 | $69,206 | |
| 6 | FLO |
Flowers Foods Inc
|
7,935 | $62,686 | |
| 7 | CPB |
CAMPBELL'S Co
|
2,334 | $51,977 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
This page
|
1,072 | $46,288 |
All Filings in LW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,288 | 1,072 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $48,725 | 1,153 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $1,047 | 25 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $580 | 10 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $570 | 11 | Shares | Defined | 2025-07-15 | |
| 2024-09-30 | $258 | 4 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,849 | 22 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $3,301 | 31 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,458 | 32 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,866 | 31 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,907 | 34 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,657 | 35 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,591 | 29 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $1,083 | 14 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $179 | 3 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||