VELA Investment Management, LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 1895612 NEW ALBANY, OH

Position in LW

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$3,398,006

-$14,024 QoQ

Shares Held

78,694

-2.5% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#118

of 557 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

VELA Investment Management, LLC holds $7,140,065 across 3 Packaged Foods names. LW ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LW	Lamb Weston Holdings, Inc. This page	78,694	$3,398,006
2	MAMA	Mama's Creations, Inc.	115,414	$2,060,139
3	NOMD	Nomad Foods Ltd	153,600	$1,681,920

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,398,006	78,694	-2.5%	Shares	Sole	2026-08-27
2026-03-31	$3,412,030	80,739	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.