TWO SIGMA INVESTMENTS, LP

Position in LWAY — Lifeway Foods, Inc.

CIK 1179392 NEW YORK, NY

Position in LWAY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,807,578

+$4,493,954 QoQ

Shares Held

228,136

+90.7% QoQ

Ownership

1.51%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 97 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. LWAY ranks #24 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRL	Hormel Foods Corp /De/	12,325,712	$305,924,171
2	CPB	CAMPBELL'S Co	8,046,417	$179,193,706
3	CAG	Conagra Brands Inc.	13,185,200	$177,472,792
4	SJM	J M SMUCKER Co	960,763	$108,085,837
5	SFD	Smithfield Foods Inc	4,238,865	$102,834,864
6	INGR	Ingredion Inc	840,120	$79,567,765
7	BRBR	Bellring Brands, Inc.	4,972,303	$64,341,600
8	POST	Post Holdings, Inc.	639,671	$56,457,362

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,807,578	228,136	+90.7%	Shares	Sole	2026-08-14
2026-03-31	$2,313,624	119,629	-5.8%	Shares	Sole	2026-05-15
2025-12-31	$3,077,573	127,015	+25.4%	Shares	Sole	2026-02-17
2025-09-30	$2,812,393	101,311	+260.4%	Shares	Sole	2025-11-14
2025-06-30	$692,862	28,108	-31.0%	Shares	Sole	2025-08-14
2025-03-31	$995,506	40,716	+1.3%	Shares	Sole	2025-05-15
2024-12-31	$996,662	40,188	-45.1%	Shares	Sole	2025-02-14
2024-09-30	$1,896,125	73,153	-18.1%	Shares	Sole	2024-11-14
2024-06-30	$1,140,488	89,310	+363.6%	Shares	Sole	2024-08-14
2024-03-31	$331,760	19,266	+42.1%	Shares	Sole	2024-05-15
2023-12-31	$181,785	13,556	-5.1%	Shares	Sole	2024-02-14
2021-03-31	$77,139	14,285	-34.1%	Shares	Sole	2021-05-17
2020-12-31	$117,218	21,667	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.