GWN SECURITIES INC. LW — LAMB WESTON HLDGS INC

Ownership history in GWN SECURITIES INC.  ·  6 quarters on record

AI Ownership Summary

GWN SECURITIES INC. reported LAMB WESTON HLDGS INC (LW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.83% in 2025 Q2. The latest visible filing shows LW at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GWN SECURITIES INC.'s position in LAMB WESTON HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LW was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LW stock page GWN SECURITIES INC. fund profile GWN SECURITIES INC. full holdings
How GWN SECURITIES INC. held LW — position size vs. price
% of Fund (quarterly)    LW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8.5% +5.3% ❌ 43,890 -4,054 -8.5% 0.35% $1.9M 2026-05-15 $43.74
2025 Q4 ADDED — — — 47,944 +4,405 +10.1% 0.41% $2.0M 2026-02-11 $49.43
2025 Q3 REDUCED 49.2% -27.5% ✅ 43,539 -42,087 -49.2% 0.59% $2.5M 2025-10-27 $64.57
2025 Q2 ADDED — — — 85,626 +20,988 +32.5% 0.83% $4.5M 2025-08-01 $54.31
2025 Q1 ADDED — — — 64,638 +56,677 +711.9% 0.19% $3.4M 2025-05-15 $49.91
2024 Q4 INITIATED — — — 7,961 — — 0.13% $484K 2025-02-10 $55.97

🏢 Other funds also holding LW

As of 2026 Q2 — sorted by position size

CONTINENTAL GRAIN CO 3Y 7Y 34.38% JANA Partners Management, LP 12.25% Starboard Value LP 3Y 7Y 5.47% Clarkston Capital Partners, LLC 3Y 7Y 2.89% MAC Alpha Capital Management, LP 2.08% Seven Six Capital Management, LLC 1.78% Goodman Financial Corp 3Y 7Y 1.68% BERNZOTT CAPITAL ADVISORS 3Y 7Y 1.66% Soviero Asset Management, LP 3Y 1.49% Expect Equity LLC 1.19%

FAQ About GWN SECURITIES INC. and LW

These are the practical questions this page is built to answer before you even open the full history table.

How long has GWN SECURITIES INC. reported owning LW?

GWN SECURITIES INC. reported LW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LW position in GWN SECURITIES INC.'s portfolio?

The largest reported portfolio weight for LW was 0.83% in 2025 Q2.

What is the latest reported LW position on this page?

The most recent filing on this page is 2026 Q1, when GWN SECURITIES INC. reported 43,890 shares, equal to 0.35% of portfolio, with an estimated market value of $1.9M.

What does the chart on this LW ownership page compare?

The chart compares GWN SECURITIES INC.'s quarterly LW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GWN SECURITIES INC. time their LW position?

Based on 13F filing dates vs. subsequent LW price moves, GWN SECURITIES INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on LW relative to SPY over the holding period was -30.7%.

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