Guru Ownership Trend
Guru Analysis for Lamb Weston Holdings, Inc. (LW)
Lamb Weston Holdings, Inc. (LW), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $350.96 M.
Top institutional holders include Jana Partners and Steven Cohen.
Notably, Jana Partners has expressed high conviction in this stock, allocating 14.08% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $7.48 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Jana Partners reduced exposure by 30.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 14.08% | Reduce -30.8% | 5,008,635 | $290.9 M | Q3 2025 | |
| 0.18% | Add 12018.8% | 1,817,826 | $105.58 M | Q3 2025 | |
| 0.01% | Add 150.6% | 251,167 | $14.59 M | Q3 2025 | |
| 0.05% | Add 2474.1% | 200,189 | $11.63 M | Q3 2025 | |
| 0.02% | Add 148.9% | 158,928 | $9.23 M | Q3 2025 | |
| 0.04% | Add 193.8% | 156,535 | $9.09 M | Q3 2025 | |
| 0.01% | Reduce -0.9% | 17,956 | $1.04 M | Q3 2025 | |
| 0.07% | Add 105.4% | 14,189 | $824,097 | Q3 2025 | |
| 0.00% | Reduce -30.0% | 7,000 | $406,560 | Q3 2025 | |
| 0.03% | New Buy | 3,738 | $217,103 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Lamb Weston Holdings, Inc. (LW)
Major holders include Jana Partners ($290.9 M), Steven Cohen ($105.58 M), Cliff Asness ($14.59 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 7.64 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.48 M, with 7 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited LW. The total reported sell value was $129.33 M.
Yes, 1 managers opened new positions in LW, and 6 increased their existing holdings. The total reported buy value was $136.81 M.