Position in LW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,158,510
+$145,323 QoQ
Shares Held
98,403
+2.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026MAC Alpha Capital Management, LP holds $9,211,884 across 2 Packaged Foods names. LW ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
226,914 | $5,053,374 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
This page
|
98,403 | $4,158,510 |
All Filings in LW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,158,510 | 98,403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,013,187 | 95,803 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||