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Beryl Capital Management’s Lifeway Foods LWAY Stock Holding History

Beryl Capital Management’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32,704
Closed -$806K – 20
2025
Q2 		$806K Sell
32,704
-161,184
-83% -$3.82M 0.12% 25
2025
Q1 		$4.74M Buy
193,888
+48,439
+33% +$1.09M 1.77% 9
2024
Q4 		$3.61M Buy
+145,449
New +$3.63M 0.81% 17

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DSCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $387M AUM 106.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Beryl Capital Management's LWAY Position: Q3 2025 in Review

Beryl Capital Management sold out of Lifeway Foods (LWAY) in Q3 2025, closing a stake of 32,704 shares — an estimated $806K sold.

Beryl Capital Management first reported a position in LWAY in Q4 2024 and held it in 3 quarters. The position peaked at $4.74M in Q1 2025. 98 funds tracked by Wall St. Rank hold LWAY as of Q3 2025.

  • Beryl Capital Management reported no remaining Lifeway Foods position as of Q3 2025 after selling out during the quarter.
  • Beryl Capital Management sold 32,704 Lifeway Foods shares in Q3 2025, an estimated $806K.
  • Beryl Capital Management first reported a position in Lifeway Foods in Q4 2024 and held it in 3 quarters.
  • Beryl Capital Management's Lifeway Foods position peaked at $4.74M in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2025.

Based on Beryl Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.