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Southpoint Capital Advisors’s Lamb Weston LW Stock Holding History

Southpoint Capital Advisors’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
2025
Q2 		– Sell
-2,000,000
Closed -$107M – 46
2025
Q1 		$107M Buy
2,000,000
+97,757
+5% +$5.54M 2.54% 18
2024
Q4 		$127M Sell
1,902,243
-97,757
-5% -$7.29M 2.98% 13
2024
Q3 		$129M Buy
+2,000,000
New +$132M 3.07% 12
2017
Q2 		– Sell
-629,804
Closed -$26.5M – 44
2017
Q1 		$26.5M Sell
629,804
-1,906,696
-75% -$75.2M 1.12% 26
2016
Q4 		$96M Buy
+2,536,500
New +$86.5M 4.43% 9

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
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Southpoint Capital Advisors's LW Position: Q2 2025 in Review

Southpoint Capital Advisors sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 2,000,000 shares — an estimated $107M sold.

Southpoint Capital Advisors first reported a position in LW in Q4 2016 and held it in 5 quarters. The position peaked at $129M in Q3 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Southpoint Capital Advisors reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Southpoint Capital Advisors sold 2,000,000 Lamb Weston shares in Q2 2025, an estimated $107M.
  • Southpoint Capital Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 5 quarters.
  • Southpoint Capital Advisors's Lamb Weston position peaked at $129M in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Southpoint Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.