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Disclosery

Bernzott Capital Advisors: LW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on LW, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 96,022 LW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,022 shares
    Change vs previous 13F -48,238 shares

    1.66% of the 13F portfolio, value $4,146,228.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 144,260 shares
    Change vs previous 13F +26,207 shares

    2.92% of the 13F portfolio, value $6,096,447.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 118,053 shares
    Change vs previous 13F +2,549 shares

    2.35% of the 13F portfolio, value $4,945,223.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,504 shares
    Change vs previous 13F -665 shares

    3.17% of the 13F portfolio, value $6,708,480.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 116,169 shares
    Change vs previous 13F +12,134 shares

    3.08% of the 13F portfolio, value $6,023,380.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 104,035 shares
    Change vs previous 13F +2,430 shares

    2.73% of the 13F portfolio, value $5,545,066.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 101,605 shares
    Change vs previous 13F +3,460 shares

    3.36% of the 13F portfolio, value $6,790,262.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 98,145 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $6,353,907.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).