Follow-The-Filings

Security · featured owners

LW Lamb Weston Hldgs Inc.

Consumer Staples COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 12.3%
  • $482M
  • 2 add 1 reduce

LW (Lamb Weston Hldgs Inc.) is held in 3 featured 13F books as of 2026 Q2. Jana Partners Management is the largest tracked holder by portfolio weight (12.2%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 12.3% (Jana Partners Management) · not free-float ownership

  1. Jana Partners Management add 12.3%
  2. Starboard Value reduce 5.5%
  3. Tweedy, Browne Co. add 0.12%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Starboard Value 2026 Q2 5.5% Reduce −6.2% 5,733,982 $248M history
Jana Partners Management 2026 Q2 12.3% Add +7.7% 5,394,635 $233M history
Tweedy, Browne Co. 2026 Q2 0.12% Add +43.6% 37,275 $2M history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
DEFA14A
DEFA14A
8-K 2.02,9.01
10-K
8-K 5.02,9.01
8-K 2.05
8-K 1.01,1.02,2.03,9.01
10-Q

Insider forms

Form 3 / 4 / 5 from EDGAR · 5 rows shown

Filed Form Detail Links
4 Period Aug 4, 2026 · 7 forms
4 Period Jul 28, 2026 · 10 forms
4 Period Jul 14, 2026 · 6 forms
4 Period May 8, 2026
4 Period May 11, 2026

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 $0.726B $0.357B $0.29B
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 -$0.984B -$0.648B -$0.38B
Cash from financing $340.8M -$48M -$225M -$569.1M
Net change in cash -$220.2M -$233.4M -$0.7M -$2.5M

ownership over time

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