Osborne Partners Capital Management’s Lamb Weston LW Stock Holding History

Osborne Partners 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
2025 Q3	–	Sell	-132,979	Closed	-$6.89M	–	212
2025 Q2	$6.89M	Sell	132,979 -1,686	-1%	-$90.3K	0.37%	94
2025 Q1	$7.18M	Buy	134,665 +6,288	+5%	+$356K	0.41%	86
2024 Q4	$8.58M	Buy	128,377 +3,875	+3%	+$289K	0.5%	74
2024 Q3	$8.06M	Buy	124,502 +6,721	+6%	+$444K	0.46%	83
2024 Q2	$9.9M	Buy	117,781 +65,579	+126%	+$5.59M	0.59%	61
2024 Q1	$5.56M	Buy	+52,202	New	+$5.43M	0.34%	91

Other funds holding LW

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Osborne Partners Capital Management's LW Position: Q3 2025 in Review

Osborne Partners Capital Management sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 132,979 shares — an estimated $6.89M sold.

Osborne Partners Capital Management first reported a position in LW in Q1 2024 and held it in 6 quarters. The position peaked at $9.9M in Q2 2024. 625 funds tracked by Wall St. Rank hold LW as of Q3 2025.

Osborne Partners Capital Management reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 132,979 Lamb Weston shares in Q3 2025, an estimated $6.89M.
Osborne Partners Capital Management first reported a position in Lamb Weston in Q1 2024 and held it in 6 quarters.
Osborne Partners Capital Management's Lamb Weston position peaked at $9.9M in Q2 2024.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Osborne Partners Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.