Jana Partners's LW Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 5.01 M shares of Lamb Weston Holdings, Inc. (LW) worth $290.9 M, representing 14.08% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Jana Partners has maintained a strategic position in LW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 3.6 M shares. Largest reduction occurred in Q3 2025, reducing 2.22 M shares.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's Lamb Weston Holdings (LW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lamb Weston Holdings (LW) Trades by Jana Partners
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +1.86 M | New Buy | 1.86 M | $37.85 |
| Q1 2017 | -1.86 M | Sold Out | 1.86 M | $0.00 |
| Q3 2024 | +3.53 M | New Buy | 3.53 M | $64.74 |
| Q4 2024 | +3.6 M | Add 102.21% | 7.13 M | $66.83 |
| Q1 2025 | +854,087 | Add 11.98% | 7.99 M | $53.30 |
| Q2 2025 | -753,207 | Reduce 9.43% | 7.23 M | $51.85 |
| Q3 2025 | -2.22 M | Reduce 30.75% | 5.01 M | $58.08 |
Jana Partners's Lamb Weston Holdings Investment FAQs
Jana Partners first purchased Lamb Weston Holdings, Inc. (LW) in Q4 2016, acquiring 1,858,373 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held Lamb Weston Holdings, Inc. (LW) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's largest addition to Lamb Weston Holdings, Inc. (LW) was in Q4 2024, adding 7,131,339 shares worth $476.59 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 5,008,635 shares of Lamb Weston Holdings, Inc. (LW), valued at approximately $290.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lamb Weston Holdings, Inc. (LW) represents approximately 14.08% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's peak holding in Lamb Weston Holdings, Inc. (LW) was 7,985,426 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.