SEC 13F Intelligence

Mudita Advisors LLP / LW

Mudita Advisors LLP’s Lamb Weston Hldgs Inc Position

Does Mudita Advisors LLP own Lamb Weston Hldgs Inc (LW)? Not currently — the last reported position was 11.8K shares worth $1M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2023
Shares
11.8K
% of Portfolio
+1.10%
Quarters Held
6
position exited

Position History LW

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $4MQ4 ’22Q1 ’23: $1MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202311.8K$1M+1.10%
Q4 202245.9K$4M+3.58%
Q3 202254.4K$4M+3.91%
Q2 202272.7K$5M+4.18%
Q1 202272.7K$4M+2.91%
Q4 202159.3K$4M+3.39%

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