Southpoint Capital Advisors’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 | – | Sell |
-2,000,000
| Closed | -$107M | – | 45 |
|
|
2025
Q1 | $107M | Buy |
2,000,000
+97,757
| +5% | +$5.21M | 2.54% | 18 |
|
|
2024
Q4 | $127M | Sell |
1,902,243
-97,757
| -5% | -$6.53M | 2.98% | 13 |
|
|
2024
Q3 | $129M | Buy |
+2,000,000
| New | +$129M | 3.07% | 12 |
|
|
2017
Q2 | – | Sell |
-629,804
| Closed | -$26.5M | – | 43 |
|
|
2017
Q1 | $26.5M | Sell |
629,804
-1,906,696
| -75% | -$80.2M | 1.12% | 25 |
|
|
2016
Q4 | $96M | Buy |
+2,536,500
| New | +$96M | 4.43% | 9 |
|