SEC 13F Intelligence

Watchtower Advisors, LP / LW

Watchtower Advisors, LP’s Lamb Weston Hldgs Inc Position

Does Watchtower Advisors, LP own Lamb Weston Hldgs Inc (LW)? Not currently — the last reported position was 147.6K shares worth $17M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$17M
Q2 2023
Shares
147.6K
% of Portfolio
+9.14%
Quarters Held
7
position exited

Position History LW

Reported value by quarter
Q4 ’21: $9MQ4 ’21Q1 ’22: $10MQ1 ’22Q2 ’22: $17MQ2 ’22Q3 ’22: $25MQ3 ’22Q4 ’22: $27MQ4 ’22Q1 ’23: $27MQ1 ’23Q2 ’23: $17MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023147.6K$17M+9.14%
Q1 2023259.5K$27M+17.61%
Q4 2022299.9K$27M+15.83%
Q3 2022326.2K$25M+19.59%
Q2 2022231.3K$17M+11.24%
Q1 2022167.3K$10M+5.01%
Q4 2021146.5K$9M+5.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Watchtower Advisors, LP’s full portfolio or all institutional holders of LW.