Park Presidio Capital’s Lamb Weston LW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-800,000	Closed	-$68.8M	–	16
2019 Q4	$68.8M	Buy	800,000 +150,000	+23%	+$12.9M	7.66%	4
2019 Q3	$47.3M	Buy	+650,000	New	+$47.3M	5.56%	10