Soviero Asset Management, LP: LW position timeline

Soviero Asset Management, LP held 82,000 LW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 82,000 shares

   Change vs previous 13F +10,000 shares

   1.72% of the 13F portfolio, value $3,540,760.

   13F-HR 0001013594-26-000896 filed by Soviero Asset Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 72,000 shares

   Change vs previous 13F +72,000 shares

   1.71% of the 13F portfolio, value $3,042,720.

   13F-HR 0001013594-26-000593 filed by Soviero Asset Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -62,000 shares

   13F-HR 0001013594-25-001006 filed by Soviero Asset Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-03-31

   13F 62,000 shares

   Change vs previous 13F +12,000 shares

   3.85% of the 13F portfolio, value $3,304,600.

   13F-HR 0001013594-25-000656 filed by Soviero Asset Management, LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 50,000 shares

   Change vs previous 13F not available

   2.32% of the 13F portfolio, value $3,341,500.

   13F-HR 0001013594-25-000278 filed by Soviero Asset Management, LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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