BCA
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Bernzott Capital Advisors’s Lamb Weston LW Stock Holding History

Bernzott Capital 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
2026
Q1 		$6.1M Buy
144,260
+26,207
+22% +$1.17M 2.92% 20
2025
Q4 		$4.95M Buy
118,053
+2,549
+2% +$150K 2.35% 26
2025
Q3 		$6.71M Sell
115,504
-665
-0.6% -$36.3K 3.17% 15
2025
Q2 		$6.02M Buy
116,169
+12,134
+12% +$650K 3.08% 16
2025
Q1 		$5.55M Buy
104,035
+2,430
+2% +$138K 2.73% 23
2024
Q4 		$6.79M Buy
101,605
+3,460
+4% +$258K 3.36% 9
2024
Q3 		$6.35M Buy
98,145
+51,505
+110% +$3.4M 2.73% 22
2024
Q2 		$3.92M Buy
+46,640
New +$3.98M 1.81% 33

Other funds holding LW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return