SWAN Capital LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 1952722 PENSACOLA, FL

Position in LW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$78,803

+$1,679 QoQ

Shares Held

1,825

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#367

of 554 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SWAN Capital LLC holds $157,603 across 7 Packaged Foods names. LW ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LW	Lamb Weston Holdings, Inc. This page	1,825	$78,803
2	CAG	Conagra Brands Inc.	5,514	$74,218
3	KHC	Kraft Heinz Co	100	$2,362
4	GIS	General Mills Inc	32	$1,113
5	BGS	B&G Foods, Inc.	200	$796
6	MKC	Mccormick & Co Inc	6	$302
7	BYND	Beyond Meat, Inc.	13	$9

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,803	1,825	0.0%	Shares	Sole	2026-08-13
2026-03-31	$77,124	1,825	0.0%	Shares	Sole	2026-05-14
2025-12-31	$76,449	1,825	0.0%	Shares	Sole	2026-02-12
2025-09-30	$105,996	1,825	0.0%	Shares	Sole	2025-11-14
2025-06-30	$94,626	1,825	0.0%	Shares	Sole	2025-08-14
2025-03-31	$97,272	1,825	0.0%	Shares	Sole	2025-05-23
2024-12-31	$121,964	1,825	0.0%	Shares	Sole	2025-02-25
2024-09-30	$118,150	1,825	0.0%	Shares	Sole	2024-11-14
2024-06-30	$153,446	1,825	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.