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LW Lamb Weston Holdings Inc.

Consumer Staples, filed as LAMB WESTON HLDGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

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

In 2026 Q2 Jana Partners Management and Tweedy, Browne Co. added to Lamb Weston, while Starboard Value trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns LW

Sorted by value, long equity only, as of 2026 Q2.

History
Starboard Value 5.5%, was 5.6% Reduce −6.2% 5,733,982 $248M History
Jana Partners Management 12.3% Add +7.7% 5,394,635 $233M History
Tweedy, Browne Co. 0.12%, was 0.09% Add +43.6% 37,275 $1.6M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LW's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LW insider trades
  • $19.4M bought by 5 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. James D Gray CFO
    Buy
    $409K 10,000 shares at $40.92 +17% to stake
    Traded May 11 Filed May 11
    ↗
  2. James D Gray CFO
    Buy
    $200K 4,556 shares at $43.85 +8.3% to stake
    Traded Apr 27 Filed Apr 28
    ↗
  3. JANA Partners Management, LP Director
    Buy
    $6.4M 150,000 shares at $42.48
    Traded Apr 13–15 Filed Apr 15
    ↗
  4. JANA Partners Management, LP Director
    Buy
    $9.7M 236,000 shares at $41.11
    Traded Apr 7–8 Filed Apr 9
    ↗
  5. Norman Prestage Director
    Buy
    $104K 2,500 shares at $41.40 +36% to stake
    Traded Apr 7 Filed Apr 8
    ↗
  6. Peter J Bensen Director
    Buy
    $197K 5,000 shares at $39.45 +41% to stake
    Traded Apr 6 Filed Apr 7
    ↗
  7. Jan Eli B Craps Chair
    Buy
    $2.4M 50,000 shares at $48.65 +20% to stake
    Traded Feb 6 Filed Feb 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 36 stock grants and 14 share withholdings for taxes.

Congress

3 members of Congress traded LW in the last three years: 0 buys and 3 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025
  2. Julie Johnson D-TX-32Joint Sell $1K–$15K Jan 15, 2025 filed Feb 12, 2025
  3. Gary C. Peters D-MI Sell $1K–$15K Oct 31, 2024 filed Nov 14, 2024

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.