Miura Global Management’s Lamb Weston LW Stock Holding History

Miura Global 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
2018 Q3	–	Sell	-175,000	Closed	-$12M	–	23
2018 Q2	$12M	Sell	175,000 -225,000	-56%	-$14.7M	2.83%	15
2018 Q1	$23.3M	Sell	400,000 -150,000	-27%	-$8.49M	4.64%	10
2017 Q4	$31M	Hold	550,000	–	–	9.02%	3
2017 Q3	$25.8M	Sell	550,000 -50,000	-8%	-$2.24M	6.73%	7
2017 Q2	$26.4M	Sell	600,000 -400,000	-40%	-$17.6M	5.79%	7
2017 Q1	$42.1M	Buy	+1,000,000	New	+$39.5M	7.7%	5

Other funds holding LW

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Miura Global Management's LW Position: Q3 2018 in Review

Miura Global Management sold out of Lamb Weston (LW) in Q3 2018, closing a stake of 175,000 shares — an estimated $12M sold.

Miura Global Management first reported a position in LW in Q1 2017 and held it in 6 quarters. The position peaked at $42.1M in Q1 2017. 544 funds tracked by Wall St. Rank hold LW as of Q3 2018.

Miura Global Management reported no remaining Lamb Weston position as of Q3 2018 after selling out during the quarter.
Miura Global Management sold 175,000 Lamb Weston shares in Q3 2018, an estimated $12M.
Miura Global Management first reported a position in Lamb Weston in Q1 2017 and held it in 6 quarters.
Miura Global Management's Lamb Weston position peaked at $42.1M in Q1 2017.
544 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2018.

Based on Miura Global Management's 13F filing for Q3 2018, filed 14 Nov 2018.