Clarkston Capital Partners’s Lamb Weston LW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.9M	Sell	990,705 -1,417,742	-59%	-$63.3M	3.19%	7
2025 Q4	$101M	Sell	2,408,447 -107,210	-4%	-$6.31M	2.34%	14
2025 Q3	$146M	Sell	2,515,657 -891,302	-26%	-$48.7M	3.15%	8
2025 Q2	$177M	Sell	3,406,959 -314,600	-8%	-$16.8M	3.75%	7
2025 Q1	$198M	Buy	3,721,559 +648,855	+21%	+$36.7M	3.91%	8
2024 Q4	$205M	Sell	3,072,704 -35,225	-1%	-$2.63M	3.93%	9
2024 Q3	$201M	Buy	3,107,929 +1,618,570	+109%	+$107M	3.7%	10
2024 Q2	$125M	Buy	1,489,359 +1,200,525	+416%	+$102M	2.39%	16
2024 Q1	$30.8M	Sell	288,834 -2,855	-1%	-$297K	0.54%	31
2023 Q4	$31.5M	Sell	291,689 -4,170	-1%	-$402K	0.58%	29
2023 Q3	$27.4M	Sell	295,859 -5,805	-2%	-$589K	0.54%	32
2023 Q2	$34.7M	Sell	301,664 -10,206	-3%	-$1.14M	0.62%	28
2023 Q1	$32.6M	Sell	311,870 -5,520	-2%	-$546K	0.61%	28
2022 Q4	$28.4M	Buy	317,390 +2,420	+0.8%	+$206K	0.54%	30
2022 Q3	$24.4M	Sell	314,970 -8,065	-2%	-$631K	0.48%	31
2022 Q2	$23.1M	Buy	323,035 +4,929	+2%	+$326K	0.42%	32
2022 Q1	$19.1M	Buy	+318,106	New	+$19.8M	0.32%	36