Family Legacy, Inc. LW — LAMB WESTON HLDGS INC

Ownership history in Family Legacy, Inc.  ·  34 quarters on record

AI Ownership Summary

Family Legacy, Inc. reported LAMB WESTON HLDGS INC (LW) in 34 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.44% in 2024 Q1. The latest visible filing shows LW at 0.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Legacy, 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
2025 Q3

LW was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Family Legacy, Inc. fund profile Family Legacy, Inc. full holdings
How Family Legacy, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 51.0% -27.5% ✅ 4,397 -4,575 -51.0% 0.08% $255K 2025-11-13 $56.85
2025 Q2 UNCHANGED — — — 8,972 — 0% 0.15% $465K 2025-07-23 $55.52
2025 Q1 REDUCED 27.4% -2.0% ✅ 8,972 -3,383 -27.4% 0.16% $478K 2025-04-23 $50.55
2024 Q4 REDUCED — — — 12,355 -6 -0.0% 0.25% $752K 2025-02-12 $54.48
2024 Q3 ADDED — — — 12,361 +660 +5.6% 0.27% $800K 2024-10-15 $68.01
2024 Q2 ADDED — — — 11,701 +319 +2.8% 0.35% $984K 2024-07-24 $53.48
2024 Q1 ADDED — — — 11,382 +225 +2.0% 0.44% $1.2M 2024-04-24 $79.76
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LW

As of 2026 Q1 — sorted by position size

CONTINENTAL GRAIN CO 3Y 7Y 30.44% JANA Partners Management, LP 13.18% Starboard Value LP 3Y 7Y 5.65% Clarkston Capital Partners, LLC 3Y 7Y 3.19% BERNZOTT CAPITAL ADVISORS 3Y 7Y 2.92% MAC Alpha Capital Management, LP 2.43% Goodman Financial Corp 3Y 7Y 1.78% Expect Equity LLC 1.74% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 1.73% Bayesian Capital Management, LP 3Y 7Y 1.59%

FAQ About Family Legacy, 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 Family Legacy, Inc. reported owning LW?

Family Legacy, Inc. reported LW across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported LW position in Family Legacy, Inc.'s portfolio?

The largest reported portfolio weight for LW was 0.44% in 2024 Q1.

What is the latest reported LW position on this page?

The most recent filing on this page is 2025 Q3, when Family Legacy, Inc. reported 4,397 shares, equal to 0.08% of portfolio, with an estimated market value of $255K.

What does the chart on this LW ownership page compare?

The chart compares Family Legacy, 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 Family Legacy, Inc. time their LW position?

Based on 13F filing dates vs. subsequent LW price moves, Family Legacy, Inc. correctly timed 14 out of 27 reported position changes (52%). The annualised alpha on LW relative to SPY over the holding period was -8.1%.

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