Miura Global Management’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-175,000
| Closed | -$12M | – | 23 |
|
|
2018
Q2 | $12M | Sell |
175,000
-225,000
| -56% | -$15.4M | 2.83% | 15 |
|
|
2018
Q1 | $23.3M | Sell |
400,000
-150,000
| -27% | -$8.73M | 4.64% | 10 |
|
|
2017
Q4 | $31M | Hold |
550,000
| – | – | 9.02% | 3 |
|
|
2017
Q3 | $25.8M | Sell |
550,000
-50,000
| -8% | -$2.34M | 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 | +$42.1M | 7.7% | 5 |
|