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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $231.31 M.
Top institutional holders include Jana Partners and Cliff Asness.
Notably, Jana Partners has expressed high conviction in this stock, allocating 10.92% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $76.91 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Steven Cohen reduced exposure by 99.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Lamb Weston Holdings, Inc. (LW)
Major holders include Jana Partners ($209.81 M), Cliff Asness ($19 M), Joel Greenblatt ($5.72 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 5.8 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $76.91 M, with 4 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited LW. The total reported sell value was $88.96 M.
Yes, 2 managers opened new positions in LW, and 2 increased their existing holdings. The total reported buy value was $12.05 M.
