VELA Investment Management, LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 1895612 NEW ALBANY, OH

Position in LW

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,412,030

New position

Shares Held

80,739

first reported quarter

Ownership

0.058%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Consumer Defensive · as of Mar 31, 2026

VELA Investment Management, LLC holds $7,291,546 across 4 Packaged Foods names. LW ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LW	Lamb Weston Holdings, Inc. This page	80,739	$3,412,030
2	NOMD	Nomad Foods Ltd	187,000	$1,797,070
3	MAMA	Mama's Creations, Inc.	115,696	$1,774,776
4	FLO	Flowers Foods Inc	37,751	$307,670

1 filing row on record

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