LW position history
The shares of Lamb Weston (LW) that JANA Partners Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q3: 3,526,754 shares, $228M, 11.9% of portfolio, New
- 2024 Q4: 7,131,339 shares, $477M, 23.4% of portfolio, Add +102.2%
- 2025 Q1: 7,985,426 shares, $426M, 22.0% of portfolio, Add +12.0%
- 2025 Q2: 7,232,219 shares, $375M, 18.8% of portfolio, Reduce −9.4%
- 2025 Q3: 5,008,635 shares, $291M, 14.1% of portfolio, Reduce −30.7%
- 2025 Q4: 5,008,635 shares, $210M, 10.9% of portfolio
- 2026 Q1: 5,008,635 shares, $212M, 13.2% of portfolio
- 2026 Q2: 5,394,635 shares, $233M, 12.2% of portfolio, Add +7.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|