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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $548.53 M.
Top institutional holders include Jana Partners and Cliff Asness.
Notably, Jana Partners has expressed high conviction in this stock, allocating 12.25% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $157.23 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Lamb Weston Holdings, Inc. (LW)
Major holders include Jana Partners ($232.94 M), Cliff Asness ($212.75 M), Joel Greenblatt ($29.43 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 11.65 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $157.23 M, with 10 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in LW during the most recent reporting period.
Yes, 1 managers opened new positions in LW, and 9 increased their existing holdings. The total reported buy value was $157.23 M.
