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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $363.85 M.
Top institutional holders include Jana Partners and Cliff Asness.
Notably, Jana Partners has expressed high conviction in this stock, allocating 13.18% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $91 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 362.1%. Conversely, Jefferies Group reduced exposure by 80.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Lamb Weston Holdings, Inc. (LW)
Major holders include Jana Partners ($211.66 M), Cliff Asness ($85.74 M), Joel Greenblatt ($17.5 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 8.01 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $91 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited LW. The total reported sell value was $2.91 M.
Yes, 1 managers opened new positions in LW, and 4 increased their existing holdings. The total reported buy value was $93.91 M.
