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	–	Sell	-11,400	Closed	-$482K	–	5281
2026 Q1	$482K	Buy	+11,400	New	+$509K	﹤0.01%	3766
2022 Q1	–	Sell	-5,700	Closed	-$361K	–	3621
2021 Q4	$361K	Sell	5,700 -11,900	-68%	-$687K	﹤0.01%	3518
2021 Q3	$1.08M	Buy	17,600 +12,600	+252%	+$853K	﹤0.01%	2551
2021 Q2	$403K	Buy	+5,000	New	+$400K	﹤0.01%	3279
2020 Q4	–	Sell	-12,000	Closed	-$795K	–	3576
2020 Q3	$795K	Buy	+12,000	New	+$769K	﹤0.01%	1910
2020 Q2	–	Sell	-5,100	Closed	-$291K	–	3282
2020 Q1	$291K	Sell	5,100 -5,300	-51%	-$436K	﹤0.01%	2328
2019 Q4	$895K	Sell	10,400 -9,600	-48%	-$773K	﹤0.01%	2289
2019 Q3	$1.45M	Buy	20,000 +16,500	+471%	+$1.13M	﹤0.01%	1676
2019 Q2	$222K	Buy	+3,500	New	+$231K	﹤0.01%	3036

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.