PCM
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Polymer Capital Management’s Lamb Weston LW Stock Holding History

Polymer 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
2026
Q1 		$514K Sell
12,167
-14,925
-55% -$666K 0.05% 412
2025
Q4 		$1.13M Buy
+27,092
New +$1.59M 0.12% 229

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Polymer Capital Management's LW Position: Q1 2026 in Review

Polymer Capital Management reduced its Lamb Weston (LW) stake by 55% in Q1 2026, selling an estimated $666K and leaving 12,167 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #412.

Polymer Capital Management first reported a position in LW in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.13M in Q4 2025. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Polymer Capital Management held 12,167 shares of Lamb Weston worth $514K as of Q1 2026.
  • Polymer Capital Management sold 14,925 Lamb Weston shares in Q1 2026, an estimated $666K.
  • Lamb Weston made up 0.05% of Polymer Capital Management's portfolio in Q1 2026, its #412 holding.
  • Polymer Capital Management first reported a position in Lamb Weston in Q4 2025 and has held it in 2 quarters since.
  • Polymer Capital Management's Lamb Weston position peaked at $1.13M in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.