Position in LW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,495,167
+$336,657 QoQ
Shares Held
104,103
+5.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#104
of 558 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MAC Alpha Capital Management, LP holds $10,831,984 across 2 Packaged Foods names. LW ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
284,545 | $6,336,817 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
This page
|
104,103 | $4,495,167 |
All Filings in LW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,495,167 | 104,103 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||