Rheos Capital Works’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Hold |
93,000
| – | – | 0.28% | 63 |
|
|
2025
Q1 | $4.96M | Sell |
93,000
-7,000
| -7% | -$373K | 0.4% | 60 |
|
|
2024
Q4 | $6.68M | Hold |
100,000
| – | – | 0.37% | 78 |
|
|
2024
Q3 | $6.47M | Hold |
100,000
| – | – | 0.34% | 84 |
|
|
2024
Q2 | $8.41M | Hold |
100,000
| – | – | 0.44% | 66 |
|
|
2024
Q1 | $10.7M | Hold |
100,000
| – | – | 0.51% | 64 |
|
|
2023
Q4 | $10.8M | Hold |
100,000
| – | – | 0.6% | 57 |
|
|
2023
Q3 | $9.25M | Hold |
100,000
| – | – | 0.56% | 59 |
|
|
2023
Q2 | $11.5M | Buy |
+100,000
| New | +$11.5M | 0.62% | 50 |
|
|
2022
Q4 | – | Sell |
-271,000
| Closed | -$21M | – | 145 |
|
|
2022
Q3 | $21M | Hold |
271,000
| – | – | 1.41% | 17 |
|
|
2022
Q2 | $19.4M | Hold |
271,000
| – | – | 1.45% | 15 |
|
|
2022
Q1 | $16.2M | Hold |
271,000
| – | – | 0.78% | 49 |
|
|
2021
Q4 | $17.2M | Hold |
271,000
| – | – | 0.75% | 50 |
|
|
2021
Q3 | $16.6M | Buy |
271,000
+150,000
| +124% | +$9.21M | 0.86% | 40 |
|
|
2021
Q2 | $9.76M | Buy |
121,000
+11,500
| +11% | +$928K | 0.49% | 70 |
|
|
2021
Q1 | $8.48M | Hold |
109,500
| – | – | 0.56% | 62 |
|
|
2020
Q4 | $8.62M | Hold |
109,500
| – | – | 0.63% | 49 |
|
|
2020
Q3 | $7.26M | Hold |
109,500
| – | – | 0.59% | 46 |
|
|
2020
Q2 | $7M | Buy |
+109,500
| New | +$7M | 0.49% | 44 |
|