Position in LW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$734,060
+$691,674 QoQ
Shares Held
17,000
+1594.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 554 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Derivatives in LW
reported options exposure · as of Jun 30, 2026CallValue
$863,600
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Jefferies Financial Group Inc. holds $8,413,343 across 12 Packaged Foods names. LW ranks #7 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
28,252 | $1,424,465 | |
| 2 | SJM |
J M SMUCKER Co
|
10,380 | $1,167,750 | |
| 3 | GIS |
General Mills Inc
|
29,548 | $1,028,270 | |
| 4 | UTZ |
Utz Brands, Inc.
|
113,300 | $872,410 | |
| 5 | CPB |
CAMPBELL'S Co
|
38,612 | $859,889 | |
| 6 | CAG |
Conagra Brands Inc.
|
56,824 | $764,851 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
This page
|
17,000 | $734,060 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
22,500 | $558,450 |
All Filings in LW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,600 | 20,000 | Call | Defined | 2026-08-17 | |
| 2026-06-30 | $734,060 | 17,000 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $845,200 | 20,000 | Call | Defined | 2026-05-08 | |
| 2026-03-31 | $42,386 | 1,003 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,675,600 | 40,000 | Call | Defined | 2026-02-09 | |
| 2025-12-31 | $219,545 | 5,241 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $406,560 | 7,000 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,323,200 | 40,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $518,500 | 10,000 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $2,074,000 | 40,000 | Call | Defined | 2025-08-12 | |
| 2025-03-31 | $533,000 | 10,000 | Put | Defined | 2025-05-08 | |
| 2025-03-31 | $1,179,848 | 22,136 | Shares | Defined | 2025-05-08 | |
| 2025-03-31 | $2,132,000 | 40,000 | Call | Defined | 2025-05-08 | |
| 2024-12-31 | $2,673,200 | 40,000 | Call | Defined | 2025-02-27 | |
| 2024-12-31 | $300,735 | 4,500 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $64,740 | 1,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $6,474,000 | 100,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,154,896 | 17,839 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||