MACM
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MAC Alpha Capital Management’s Lamb Weston LW Stock Holding History

MAC Alpha 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
Q2 		$4.5M Buy
104,103
+5,700
+6% +$246K 2.08% 16
2026
Q1 		$4.16M Buy
98,403
+2,600
+3% +$116K 2.43% 17
2025
Q4 		$4.01M Buy
+95,803
New +$5.64M 2.21% 18

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MAC Alpha Capital Management's LW Position: Q2 2026 in Review

MAC Alpha Capital Management increased its Lamb Weston (LW) stake by 5.8% in Q2 2026, buying an estimated $246K and bringing the position to 104,103 shares worth $4.5M. The position accounts for 2.08% of the portfolio, ranked #16.

MAC Alpha Capital Management first reported a position in LW in Q4 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • MAC Alpha Capital Management held 104,103 shares of Lamb Weston worth $4.5M as of Q2 2026.
  • MAC Alpha Capital Management bought 5,700 Lamb Weston shares in Q2 2026, an estimated $246K.
  • Lamb Weston made up 2.08% of MAC Alpha Capital Management's portfolio in Q2 2026, its #16 holding.
  • MAC Alpha Capital Management first reported a position in Lamb Weston in Q4 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on MAC Alpha Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.