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Soviero Asset Management’s Lamb Weston LW Stock Holding History

Soviero Asset 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 		$3.04M Buy
+72,000
New +$3.21M 1.52% 33
2025
Q2 		– Sell
-62,000
Closed -$3.3M – 64
2025
Q1 		$3.3M Buy
62,000
+12,000
+24% +$680K 2.96% 14
2024
Q4 		$3.34M Buy
+50,000
New +$3.73M 2.09% 21

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

Soviero Asset Management's LW Position: Q1 2026 in Review

Soviero Asset Management opened a new position in Lamb Weston (LW) in Q1 2026: 72,000 shares worth $3.04M. The stake represents 1.52% of the portfolio and ranks #33 among its holdings. This is a return to the name: Soviero Asset Management previously reported a position in LW as recently as Q1 2025.

Soviero Asset Management first reported a position in LW in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.34M in Q4 2024. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Soviero Asset Management held 72,000 shares of Lamb Weston worth $3.04M as of Q1 2026.
  • Lamb Weston was a new Soviero Asset Management position in Q1 2026.
  • Lamb Weston made up 1.52% of Soviero Asset Management's portfolio in Q1 2026, its #33 holding.
  • Soviero Asset Management first reported a position in Lamb Weston in Q4 2024 and has held it in 3 quarters since.
  • Soviero Asset Management's Lamb Weston position peaked at $3.34M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.