Continental Grain Company’s Lamb Weston LW Stock Holding History

Continental Grain Company’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	$154M	Buy	3,569,080 +935,000	+35%	+$40.3M	34.38%	2
2026 Q1	$111M	Buy	2,634,080 +500,000	+23%	+$22.3M	30.44%	2
2025 Q4	$89.4M	Hold	2,134,080	–	–	26.63%	2
2025 Q3	$124M	Hold	2,134,080	–	–	35.82%	2
2025 Q2	$111M	Hold	2,134,080	–	–	30.84%	2
2025 Q1	$114M	Buy	2,134,080 +1,179,628	+124%	+$66.8M	32.78%	2
2024 Q4	$63.8M	Buy	+954,452	New	+$71.2M	21.82%	2
2022 Q1	–	Sell	-191,800	Closed	-$12.2M	–	10
2021 Q4	$12.2M	Sell	191,800 -22,200	-10%	-$1.28M	2.89%	5
2021 Q3	$13.1M	Buy	214,000 +55,000	+35%	+$3.72M	2.61%	5
2021 Q2	$12.8M	Buy	159,000 +56,000	+54%	+$4.49M	4.13%	3
2021 Q1	$7.98M	Sell	103,000 -6,200	-6%	-$489K	2.32%	6
2020 Q4	$8.6M	Buy	+109,200	New	+$7.95M	2.5%	5
2020 Q1	–	Sell	-89,980	Closed	-$7.74M	–	6
2019 Q4	$7.74M	Hold	89,980	–	–	2.64%	5
2019 Q3	$6.54M	Buy	+89,980	New	+$6.17M	1.77%	5

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Continental Grain Company's LW Position: Q2 2026 in Review

Continental Grain Company increased its Lamb Weston (LW) stake by 35% in Q2 2026, buying an estimated $40.3M and bringing the position to 3,569,080 shares worth $154M. The position accounts for 34.38% of the portfolio, ranked #2.

Continental Grain Company first reported a position in LW in Q3 2019 and has held it in 14 quarters since. 554 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Continental Grain Company held 3,569,080 shares of Lamb Weston worth $154M as of Q2 2026.
Continental Grain Company bought 935,000 Lamb Weston shares in Q2 2026, an estimated $40.3M.
Lamb Weston made up 34.38% of Continental Grain Company's portfolio in Q2 2026, its #2 holding.
Continental Grain Company first reported a position in Lamb Weston in Q3 2019 and has held it in 14 quarters since.
554 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Continental Grain Company's 13F filing for Q2 2026, filed 12 Aug 2026.