Lifeway Foods (LWAY)Divisadero Street Capital Management, LP opened a new position $17.5M

630K

Shares reported

0.76%

Disclosed portfolio weight

$17.5M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 14, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 23, 2025Insider10% owner sold ~$169K of LWAY shares in the open market
2. Sep 24, 2025Insider10% owner sold ~$267K of LWAY shares in the open market
3. Sep 30, 2025Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
4. Oct 1, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On October 1, 2025, Jody Levy notified the Board of Directors (the “Board”) of Lifeway Foods, Inc.. (the “Company”) of her resignation as director, effective on October 1, 2025.”
5. Oct 6, 2025Company filing · Form 8-K · ResultsReported its results
6. Oct 29, 2025Company filing · Form 8-K · Material agreement, Shareholder rightsSigned an important agreement, and changed the rights of its shareholders (and 1 more item)
7. Oct 29, 2025Company filing · Form 8-K · Executive change, Bylaws or charterChanged a top executive or board member, and changed its bylaws, charter or fiscal year“On October 29, 2025, the Board of Directors (the “Board”) of Lifeway Foods, Inc., an Illinois corporation (the “Company”), appointed Andee Harris and Rachel Drori (the “New Directors”) to serve as directors until the next annual meeting of stockholders of the Company or their earlier resignation or removal.”
8. Nov 3, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On November 3, 2025, Perfecto Sanchez notified the Board of Directors (the “Board”) of Lifeway Foods, Inc. (the “Company”) of his resignation as director, effective immediately. 2”
9. Nov 12, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Nov 26, 2025Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors (and 1 more item)“On November 26, 2025, the Board of Directors (the “Board”) of Lifeway Foods, Inc., an Illinois corporation (the “Company”), in accordance with the Company’s Second Amended and Restated Bylaws, as amended, set the size of the Board at nine (9) directors until the Company’s 2025 annual meeting of shareholders (the “Annual Meeting”) and appointed Kirk Chartier and Susan Hultquist (the “New Directors”) to serve as…”
2. Dec 29, 2025Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
3. Jan 8, 2026Company filing · Form 8-K · ResultsReported its results
4. Mar 6, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Lifeway Foods

For Lifeway Foods, OQRO holds 3 insider filings (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LWAY page.

How this filing works

• SEC Form 13F

Other disclosures at Lifeway Foods

• SEC Form 4Oct 7, 2026
• SEC Form 4Oct 7, 2026
• SEC Form 4Oct 7, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRFeb 17, 2026

Everything OQRO holds on this company is on its LWAY page.