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Clarkston Capital Partners’s Lamb Weston LW Stock Holding History

Clarkston Capital Partners’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
Q2 		$34.2M Sell
791,480
-199,225
-20% -$8.59M 2.89% 12
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

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clarkston Capital Partners's LW Position: Q2 2026 in Review

Clarkston Capital Partners reduced its Lamb Weston (LW) stake by 20% in Q2 2026, selling an estimated $8.59M and leaving 791,480 shares worth $34.2M. The position accounts for 2.89% of the portfolio, ranked #12.

Clarkston Capital Partners first reported a position in LW in Q1 2022 and has held it in 18 quarters since. The position peaked at $205M in Q4 2024. 556 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Clarkston Capital Partners held 791,480 shares of Lamb Weston worth $34.2M as of Q2 2026.
  • Clarkston Capital Partners sold 199,225 Lamb Weston shares in Q2 2026, an estimated $8.59M.
  • Lamb Weston made up 2.89% of Clarkston Capital Partners's portfolio in Q2 2026, its #12 holding.
  • Clarkston Capital Partners first reported a position in Lamb Weston in Q1 2022 and has held it in 18 quarters since.
  • Clarkston Capital Partners's Lamb Weston position peaked at $205M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.