Position in LW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$472,389
+$268,443 QoQ
Shares Held
10,940
+126.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#258
of 554 holders
Holding Since
Mar 2026
2 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, 2026Bull Harbor Capital LLC holds $4,382,249 across 9 Packaged Foods names. LW ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
49,777 | $1,732,239 | |
| 2 | MKC |
Mccormick & Co Inc
|
11,012 | $555,225 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
This page
|
10,940 | $472,389 | |
| 4 | DAR |
Darling Ingredients Inc.
|
7,453 | $407,082 | |
| 5 | CAG |
Conagra Brands Inc.
|
29,131 | $392,103 | |
| 6 | SJM |
J M SMUCKER Co
|
3,404 | $382,950 | |
| 7 | CPB |
CAMPBELL'S Co
|
14,775 | $329,039 | |
| 8 | FLO |
Flowers Foods Inc
|
14,044 | $110,947 |
All Filings in LW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,389 | 10,940 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $203,946 | 4,826 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||