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Expect Equity LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 2007407 Pikesville, MD

Position in LW

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,814,644
+$15,888 QoQ
Shares Held
42,940
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LW Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

Expect Equity LLC holds $5,841,936 across 3 Packaged Foods names. LW ranks #2 (31.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LW
Lamb Weston Holdings, Inc.
This page
42,940 $1,814,644

All Filings in LW

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,814,644 42,940
2025-12-31 $1,798,756 42,940
2025-09-30 $2,493,955 42,940
2025-06-30 $2,226,439 42,940
2025-03-31 $2,288,702 42,940
2024-12-31 $2,869,680 42,940