John Overdeck’s Lamb Weston LW Stock Holding History

John Overdeck’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	$354K	Buy	8,200 +1,400	+21%	+$60.4K	﹤0.01%	4413
2026 Q1	$287K	Buy	+6,800	New	+$303K	﹤0.01%	4099
2022 Q1	–	Sell	-8,300	Closed	-$526K	–	3619
2021 Q4	$526K	Sell	8,300 -2,700	-25%	-$156K	﹤0.01%	3208
2021 Q3	$675K	Buy	+11,000	New	+$745K	﹤0.01%	2989
2020 Q4	–	Sell	-9,200	Closed	-$610K	–	3575
2020 Q3	$610K	Buy	+9,200	New	+$589K	﹤0.01%	2090
2020 Q1	–	Sell	-9,700	Closed	-$834K	–	3534
2019 Q4	$834K	Sell	9,700 -7,000	-42%	-$564K	﹤0.01%	2346
2019 Q3	$1.21M	Buy	16,700 +13,000	+351%	+$892K	﹤0.01%	1820
2019 Q2	$234K	Buy	+3,700	New	+$244K	﹤0.01%	3007

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

John Overdeck's LW Position: Q2 2026 in Review

John Overdeck increased its Lamb Weston (LW) stake by 40% in Q2 2026, buying an estimated $482K and bringing the position to 38,985 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

John Overdeck first reported a position in LW in Q4 2016 and has held it in 30 quarters since. The position peaked at $86M in Q4 2018. 554 funds tracked by Wall St. Rank hold LW as of Q2 2026.

John Overdeck held 38,985 shares of Lamb Weston worth $1.68M as of Q2 2026.
John Overdeck bought 11,187 Lamb Weston shares in Q2 2026, an estimated $482K.
Lamb Weston made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3156 holding.
John Overdeck first reported a position in Lamb Weston in Q4 2016 and has held it in 30 quarters since.
John Overdeck's Lamb Weston position peaked at $86M in Q4 2018.
554 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.