SEC 13F Intelligence

London Co Of Virginia / LW

London Co Of Virginia’s Lamb Weston Hldgs Inc Position

Does London Co Of Virginia own Lamb Weston Hldgs Inc (LW)? Yes — 1.97M shares worth $83M (+0.51% of its 13F portfolio) as of Q1 2026, down from 2.08M shares the prior filed quarter.

Position Value
$83M
Q1 2026
Shares
1.97M
% of Portfolio
+0.51%
Quarters Held
30
currently held

Position History LW

Reported value by quarter
Q4 ’18: $59MQ4 ’18Q1 ’19: $88MQ2 ’19: $76MQ3 ’19: $91MQ4 ’19: $115MQ4 ’19Q1 ’20: $95MQ2 ’20: $149MQ3 ’20: $166MQ4 ’20: $207MQ4 ’20Q1 ’21: $207MQ2 ’21: $227MQ3 ’21: $162MQ4 ’21: $235MQ4 ’21Q1 ’22: $224MQ2 ’22: $264MQ3 ’22: $280MQ4 ’22: $319MQ4 ’22Q1 ’23: $294MQ2 ’23: $310MQ3 ’23: $241MQ4 ’23: $283MQ4 ’23Q1 ’24: $283MQ2 ’24: $222MQ3 ’24: $175MQ4 ’24: $179MQ4 ’24Q1 ’25: $135MQ2 ’25: $129MQ3 ’25: $139MQ4 ’25: $87MQ4 ’25Q1 ’26: $83Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.97M$83M+0.51%
Q4 20252.08M$87M+0.50%
Q3 20252.39M$139M+0.77%
Q2 20252.49M$129M+0.73%
Q1 20252.53M$135M+0.77%
Q4 20242.69M$179M+0.98%
Q3 20242.70M$175M+0.92%
Q2 20242.64M$222M+1.25%
Q1 20242.65M$283M+1.49%
Q4 20232.62M$283M+1.59%
Q3 20232.61M$241M+1.45%
Q2 20232.70M$310M+1.76%
Q1 20232.82M$294M+1.70%
Q4 20223.57M$319M+1.88%
Q3 20223.62M$280M+1.78%
Q2 20223.69M$264M+1.61%
Q1 20223.74M$224M+1.18%
Q4 20213.70M$235M+1.18%
Q3 20212.65M$162M+0.89%
Q2 20212.82M$227M+1.21%
Q1 20212.67M$207M+1.19%
Q4 20202.63M$207M+1.29%
Q3 20202.51M$166M+1.18%
Q2 20202.33M$149M+1.16%
Q1 20201.66M$95M+0.90%
Q4 20191.33M$115M+0.88%
Q3 20191.26M$91M+0.75%
Q2 20191.19M$76M+0.65%
Q1 20191.17M$88M+0.75%
Q4 2018795.4K$59M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See London Co Of Virginia’s full portfolio or all institutional holders of LW.