Leeward Investments, LLC - MA

Position in LW — Lamb Weston Holdings, Inc.

CIK 1923173 BOSTON, MA

Position in LW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$5,333,464

-$186,283 QoQ

Shares Held

123,517

-5.4% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#96

of 554 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $34,672,391 across 4 Packaged Foods names. LW ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INGR	Ingredion Inc	134,268	$12,716,522
2	DAR	Darling Ingredients Inc.	190,906	$10,427,285
3	MZTI	Marzetti Co	54,267	$6,195,120
4	LW	Lamb Weston Holdings, Inc. This page	123,517	$5,333,464

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,333,464	123,517	-5.4%	Shares	Sole	2026-07-30
2026-03-31	$5,519,747	130,614	-3.3%	Shares	Sole	2026-04-17
2025-12-31	$5,659,883	135,113	-5.5%	Shares	Sole	2026-02-05
2025-09-30	$8,302,710	142,953	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$7,680,281	148,125	-2.0%	Shares	Sole	2025-07-31
2025-03-31	$8,058,800	151,197	-3.4%	Shares	Sole	2025-04-29
2024-12-31	$10,457,090	156,473	+41.5%	Shares	Sole	2025-02-04
2024-09-30	$7,158,237	110,569	-20.6%	Shares	Sole	2024-10-31
2024-06-30	$11,705,953	139,224	+23.5%	Shares	Sole	2024-07-19
2024-03-31	$12,012,748	112,764	-15.5%	Shares	Sole	2024-04-19
2023-12-31	$14,419,746	133,405	-2.6%	Shares	Sole	2024-02-02
2023-09-30	$12,667,020	137,000	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$15,918,965	138,486	-24.0%	Shares	Sole	2023-07-27
2023-03-31	$19,056,190	182,321	-1.7%	Shares	Sole	2023-04-20
2022-12-31	$16,571,007	185,441	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$14,524,612	187,705	-0.8%	Shares	Sole	2022-10-24
2022-06-30	$13,524,876	189,265	-0.8%	Shares	Sole	2022-07-19
2022-03-31	$11,435,620	190,880	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.