Dendur Capital’s Lamb Weston LW Stock Holding History

Dendur Capital’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
2024 Q4	–	Sell	-270,000	Closed	-$17.5M	–	30
2024 Q3	$17.5M	Buy	+270,000	New	+$17.8M	2.38%	16

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dendur Capital's LW Position: Q4 2024 in Review

Dendur Capital sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 270,000 shares — an estimated $17.5M sold.

Dendur Capital first reported a position in LW in Q3 2024 and held it in 1 quarter. The position peaked at $17.5M in Q3 2024. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

Dendur Capital reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
Dendur Capital sold 270,000 Lamb Weston shares in Q4 2024, an estimated $17.5M.
Dendur Capital first reported a position in Lamb Weston in Q3 2024 and held it in 1 quarter.
Dendur Capital's Lamb Weston position peaked at $17.5M in Q3 2024.
701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Dendur Capital's 13F filing for Q4 2024, filed 14 Feb 2025.