Kehrs Ridge Capital’s Lamb Weston LW Stock Holding History

Kehrs Ridge 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
2021 Q4	–	Sell	-200,000	Closed	-$12.3M	–	33
2021 Q3	$12.3M	Buy	+200,000	New	+$13.5M	3.96%	8

Other funds holding LW

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Kehrs Ridge Capital's LW Position: Q1 2022 in Review

Kehrs Ridge Capital sold out of Lamb Weston (LW) in Q1 2022, closing a stake of 150,000 shares — an estimated $9.51M sold.

Kehrs Ridge Capital first reported a position in LW in Q4 2021 and held it in 1 quarter. The position peaked at $9.51M in Q4 2021. 526 funds tracked by Wall St. Rank hold LW as of Q1 2022.

Kehrs Ridge Capital reported no remaining Lamb Weston position as of Q1 2022 after selling out during the quarter.
Kehrs Ridge Capital sold 150,000 Lamb Weston shares in Q1 2022, an estimated $9.51M.
Kehrs Ridge Capital first reported a position in Lamb Weston in Q4 2021 and held it in 1 quarter.
Kehrs Ridge Capital's Lamb Weston position peaked at $9.51M in Q4 2021.
526 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2022.

Based on Kehrs Ridge Capital's 13F filing for Q1 2022, filed 16 May 2022.