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Parsifal Capital Management’s Lamb Weston LW Stock Holding History

Parsifal 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
2024
Q3 		– Sell
-726,240
Closed -$61.1M – 18
2024
Q2 		$61.1M Hold
726,240
– – 4.41% 10
2024
Q1 		$77.4M Sell
726,240
-390,482
-35% -$40.6M 5.34% 8
2023
Q4 		$121M Sell
1,116,722
-83,881
-7% -$8.08M 8.29% 5
2023
Q3 		$111M Buy
1,200,603
+190,404
+19% +$19.3M 6.5% 4
2023
Q2 		$116M Sell
1,010,199
-82,204
-8% -$9.17M 8.7% 3
2023
Q1 		$114M Buy
1,092,403
+338,134
+45% +$33.4M 8.48% 3
2022
Q4 		$67.4M Buy
754,269
+338,469
+81% +$28.8M 5.19% 9
2022
Q3 		$32.2M Buy
+415,800
New +$32.5M 1.83% 15

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Parsifal Capital Management's LW Position: Q3 2024 in Review

Parsifal Capital Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 726,240 shares — an estimated $61.1M sold.

Parsifal Capital Management first reported a position in LW in Q3 2022 and held it in 8 quarters. The position peaked at $121M in Q4 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Parsifal Capital Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Parsifal Capital Management sold 726,240 Lamb Weston shares in Q3 2024, an estimated $61.1M.
  • Parsifal Capital Management first reported a position in Lamb Weston in Q3 2022 and held it in 8 quarters.
  • Parsifal Capital Management's Lamb Weston position peaked at $121M in Q4 2023.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Parsifal Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.