Position in LW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,171,602
-$596,979 QoQ
Shares Held
27,133
-35.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#187
of 554 holders
Holding Since
Mar 2020
26 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, 2026MEYER HANDELMAN CO holds $6,861,027 across 6 Packaged Foods names. LW ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
77,150 | $2,684,820 | |
| 2 | CPB |
CAMPBELL'S Co
|
70,855 | $1,577,940 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
This page
|
27,133 | $1,171,602 | |
| 4 | POST |
Post Holdings, Inc.
|
9,500 | $838,470 | |
| 5 | CAG |
Conagra Brands Inc.
|
24,618 | $331,358 | |
| 6 | SJM |
J M SMUCKER Co
|
2,283 | $256,837 |
All Filings in LW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,602 | 27,133 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,768,581 | 41,850 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,429,620 | 58,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,368,640 | 58,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,337,325 | 64,365 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,463,196 | 102,499 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $7,821,916 | 117,042 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,229,813 | 127,121 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,205,425 | 133,271 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $14,225,696 | 133,537 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $14,540,591 | 134,523 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $12,592,034 | 136,189 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $15,654,925 | 136,189 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,833,953 | 132,357 | Shares | Other | 2023-04-11 | |
| 2022-12-31 | $12,166,900 | 136,156 | Shares | Other | 2023-02-02 | |
| 2022-09-30 | $10,535,751 | 136,156 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $9,836,897 | 137,656 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,246,970 | 137,656 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $8,597,877 | 135,656 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $8,274,026 | 134,822 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,874,742 | 134,822 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $10,368,528 | 133,822 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $10,334,861 | 131,253 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $8,499,392 | 128,254 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $8,305,785 | 129,920 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $7,418,432 | 129,920 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||