Leeward Investments, LLC - MA LANC — LANCASTER COLONY CORP

Ownership history in Leeward Investments, LLC - MA  ·  16 quarters on record

AI Ownership Summary

Leeward Investments, LLC - MA reported LANCASTER COLONY CORP (LANC) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.47% in 2025 Q4. The latest visible filing shows LANC at 0.38% 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 LANC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leeward Investments, LLC - MA's position in LANCASTER COLONY CORP, 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

LANC was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q4

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 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.

LANC stock page Leeward Investments, LLC - MA fund profile Leeward Investments, LLC - MA full holdings
How Leeward Investments, LLC - MA held LANC — position size vs. price
% of Fund (quarterly)    LANC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 55,140 -1,319 -2.3% 0.38% $7.6M 2026-04-17 —
2025 Q4 ADDED — — — 56,459 +12,963 +29.8% 0.47% $9.3M 2026-02-05 —
2025 Q3 REDUCED — — — 43,496 -953 -2.1% 0.38% $7.5M 2025-11-07 —
2025 Q2 REDUCED — — — 44,449 -1,635 -3.5% 0.41% $7.7M 2025-07-31 —
2025 Q1 REDUCED — — — 46,084 -2,143 -4.4% 0.43% $8.1M 2025-04-29 —
2024 Q4 REDUCED — — — 48,227 -3,584 -6.9% 0.42% $8.4M 2025-02-04 —
2024 Q3 REDUCED — — — 51,811 -170 -0.3% 0.42% $9.1M 2024-10-31 —
2024 Q2 ADDED — — — 51,981 +2,771 +5.6% 0.45% $9.8M 2024-07-19 —
2024 Q1 REDUCED — — — 49,210 -2,126 -4.1% 0.45% $10.2M 2024-04-19 —
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LANC

As of 2026 Q2 — sorted by position size

Wolff Financial Management LLC 3Y 7Y 0.56% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.38% PARK NATIONAL CORP /OH/ 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.03% FIRST MERCHANTS CORP 3Y 7Y 0.02% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% GAMMA Investing LLC 0.01% True Wealth Design, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Leeward Investments, LLC - MA and LANC

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

How long has Leeward Investments, LLC - MA reported owning LANC?

Leeward Investments, LLC - MA reported LANC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LANC position in Leeward Investments, LLC - MA's portfolio?

The largest reported portfolio weight for LANC was 0.47% in 2025 Q4.

What is the latest reported LANC position on this page?

The most recent filing on this page is 2026 Q1, when Leeward Investments, LLC - MA reported 55,140 shares, equal to 0.38% of portfolio, with an estimated market value of $7.6M.

What does the chart on this LANC ownership page compare?

The chart compares Leeward Investments, LLC - MA's quarterly LANC 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.

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