Tweedy, Browne Co LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 732905 Stamford, CT

Position in LW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,609,534

+$512,465 QoQ

Shares Held

37,275

+43.6% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#162

of 554 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Tweedy, Browne Co LLC holds $3,780,228 across 3 Packaged Foods names. LW ranks #2 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	146,196	$1,967,798
2	LW	Lamb Weston Holdings, Inc. This page	37,275	$1,609,534
3	MICC	Magnum Ice Cream Co N.V.	11,654	$202,896

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,609,534	37,275	+43.6%	Shares	Sole	2026-08-07
2026-03-31	$1,097,069	25,960	+56.7%	Shares	Sole	2026-05-06
2025-12-31	$693,907	16,565	+16.7%	Shares	Sole	2026-02-03
2025-09-30	$824,097	14,189	+105.4%	Shares	Sole	2025-11-20
2025-06-30	$358,127	6,907	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.