Ivy Lane Capital Management’s Lamb Weston LW Stock Holding History

Ivy Lane Capital Management’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 Q1	–	Sell	-27,000	Closed	-$1.13M	–	14
2025 Q4	$1.13M	Buy	+27,000	New	+$1.59M	1.43%	10

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CGC

Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Ivy Lane Capital Management's LW Position: Q1 2026 in Review

Ivy Lane Capital Management sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 27,000 shares — an estimated $1.13M sold.

Ivy Lane Capital Management first reported a position in LW in Q4 2025 and held it in 1 quarter. The position peaked at $1.13M in Q4 2025. 564 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Ivy Lane Capital Management reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
Ivy Lane Capital Management sold 27,000 Lamb Weston shares in Q1 2026, an estimated $1.13M.
Ivy Lane Capital Management first reported a position in Lamb Weston in Q4 2025 and held it in 1 quarter.
Ivy Lane Capital Management's Lamb Weston position peaked at $1.13M in Q4 2025.
564 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Ivy Lane Capital Management's 13F filing for Q1 2026, filed 12 May 2026.