Sivia Capital Partners, LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 2012032 Mill Valley, CA

Position in LW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$436,938

New position

Shares Held

10,119

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#265

of 554 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sivia Capital Partners, LLC holds $4,703,458 across 5 Packaged Foods names. LW ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co	16,002	$1,800,225
2	DAR	Darling Ingredients Inc.	25,274	$1,380,465
3	HRL	Hormel Foods Corp /De/	29,294	$727,077
4	LW	Lamb Weston Holdings, Inc. This page	10,119	$436,938
5	GIS	General Mills Inc	10,309	$358,753

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$436,938	10,119	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.