Follow-The-Filings

Security

LW

Lamb Weston Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 new 3 exits max 13.2% (Jana Partners Management, LP)

grid → activity →
owners 15
max % 13.2%
tracked value $1.4B
qoq N 2 A 4 R 6 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Jana Partners Management, LP 2026 Q1 13.2% New 13.2% 5,008,635 $212M hist
Starboard Value LP 2026 Q1 5.7% New 5.7% 6,114,982 $258M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.03 pp 25,960 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.03 pp 414,218 $18M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.03 pp 2,096,224 $86M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 274,270 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 16,679,203 $699M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 2,999,818 $126M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.03 pp 273,192 $12M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 84,947 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 49,616 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% — 15,000 $634 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 7,655 $324 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 5,265 $222 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 1,196 $51 hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 256,355 $11M hist
Ken Griffin - Citadel Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 319,249 $13M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 63,300 $3M hist

15 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue — — $6.45B $6.61B
Gross profit $1.43B $1.77B $1.4B $1.36B
Gross margin * — — 21.7% 20.6%
Net income $1.01B $725.5M $357.2M $290M
Net margin * — — 5.5% 4.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $2.13B $2.09B $2.03B $2.01B
Total non-current assets * $4.39B $5.28B $5.36B $5.37B
Total assets $6.52B $7.37B $7.39B $7.38B
Total current liabilities $1.36B $1.62B $1.48B $1.42B
Total non-current liabilities $3.75B $3.96B $4.18B $4.14B
Total equity — $1.79B $1.74B $1.82B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $761.7M $798.2M $868.3M $942.9M
Cash from investing -$1.34B -$984.1M -$648M -$380.2M
Cash from financing $340.8M -$48M -$225M -$569.1M
Net change in cash -$220.2M -$233.4M -$700,000 -$2.5M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders