Antipodean Advisors’s Lamb Weston LW Stock Holding History

Antipodean Advisors’s Portfolio LW Stock Details LW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-171,000	Closed	-$7.53M	–	15
2017 Q2	$7.53M	Sell	171,000 -211,000	-55%	-$9.27M	4.24%	11
2017 Q1	$16.1M	Buy	+382,000	New	+$15.1M	7.84%	5

Other funds holding LW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Antipodean Advisors's LW Position: Q3 2017 in Review

Antipodean Advisors sold out of Lamb Weston (LW) in Q3 2017, closing a stake of 171,000 shares — an estimated $7.53M sold.

Antipodean Advisors first reported a position in LW in Q1 2017 and held it in 2 quarters. The position peaked at $16.1M in Q1 2017. 457 funds tracked by Wall St. Rank hold LW as of Q3 2017.

Antipodean Advisors reported no remaining Lamb Weston position as of Q3 2017 after selling out during the quarter.
Antipodean Advisors sold 171,000 Lamb Weston shares in Q3 2017, an estimated $7.53M.
Antipodean Advisors first reported a position in Lamb Weston in Q1 2017 and held it in 2 quarters.
Antipodean Advisors's Lamb Weston position peaked at $16.1M in Q1 2017.
457 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2017.

Based on Antipodean Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.