Tweedy Browne increased LW position by 11,315 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $LW based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Tweedy Browne Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| ZTS | ZOETIS, INC. | New | +556,056 | $40.0B |
| SEE | SEALED AIR CORPORATION | Exited | 509,581 | — |
| PSEC | PROSPECT CAPITAL CORP | Exited | 162,953 | — |
| CAG | CONAGRA BRANDS INC | New | +146,196 | $2.0B |
| DGED | DIAGEO P L C - ADR | New | +126,176 | $10.1B |
| SCVL | SHOE STATION GROUP INC | New | +116,763 | $1.7B |
| W3U | WESTERN UNION | Increased | +99,017 | $2.1B |
| EVTC | EVERTEC INC | New | +88,487 | $2.5B |
| ASGN | EVERFORTH INC | New | +87,577 | $1.6B |
| SFNC | SIMMONS FIRS NATIONAL CORP-A | Exited | 77,193 | — |
Other Whales Moving LW This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Increased | +294,120 |
| Winton | Exited | 15,765 |
View all sentiment, news, and whale activity for LW (LAMB WESTON HOLDINGS INC).
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:02 UTC