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LW in the 13F filings

Lamb Weston HLDGS Inc · CUSIP 513272104

Sector · Consumer staples
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 10 listed it in both
Shares listed
26,081,807
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 92 comparable managers: 10 buyers (opened or added shares) and 27 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -6,470,109.

Managers listing LW in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
T. Rowe Price Associates Inc9,824,690$412munder 0.1%Added+2,111,87417 Feb 2026 (the filing on sec.gov)
Jana Partners5,008,635$210m10.92%Held017 Feb 2026 (the filing on sec.gov)
Invesco Ltd3,230,750$135munder 0.1%Trimmed-55,55519 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors2,820,000$118munder 0.1%Added+670,00011 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,022,143$43munder 0.1%Added+644,33413 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)639,855$27munder 0.1%Trimmed-1,989,77017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC580,481$24munder 0.1%Trimmed-2,010,11317 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP499,460$21munder 0.1%Added+370,63817 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC453,677$19munder 0.1%Added+202,51017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd360,226$15munder 0.1%Trimmed-180,55017 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP322,036$13munder 0.1%Trimmed-475,31713 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC319,249$13munder 0.1%Trimmed-1,434,28717 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.256,355$11munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC157,291$6.6munder 0.1%Trimmed-209,96517 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP138,846$5.8munder 0.1%Trimmed-75,96817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP84,947$3.6munder 0.1%Trimmed-501,53217 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC65,846$2.8munder 0.1%Trimmed-96,17813 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC63,300$2.7munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp59,252$2.5munder 0.1%Trimmed-99,67617 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC31,459$1.3munder 0.1%Trimmed-406,06127 Oct 2026 (the filing on sec.gov)
Woodline Partners LP21,208$888kunder 0.1%Added+2,80917 Feb 2026 (the filing on sec.gov)
Winton Group Ltd18,520$776kunder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP17,557$735kunder 0.1%Trimmed-24,61617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC17,447$731kunder 0.1%Trimmed-79,74212 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc15,572$652kunder 0.1%Trimmed-2,3845 Feb 2026 (the filing on sec.gov)
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What managers have written about LW

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (8)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LW by quarter
QuarterHoldersReported valueBuyersSellers
Q4 201616$584mn.a.n.a.
Q1 201716$605mn.a.n.a.
Q2 201716$685mn.a.n.a.
Q3 201712$878mn.a.n.a.
Q4 201714$1.4bnn.a.n.a.
Q1 201814$1.6bnn.a.n.a.
Q2 201816$1.8bnn.a.n.a.
Q3 201818$1.8bnn.a.n.a.
Q4 201821$2.1bnn.a.n.a.
Q1 201924$2.3bnn.a.n.a.
Q2 201917$1.5bnn.a.n.a.
Q3 201913$1.5bnn.a.n.a.
Q4 201917$1.5bnn.a.n.a.
Q1 202019$1.1bnn.a.n.a.
Q2 202015$1.5bnn.a.n.a.
Q3 202015$1.6bnn.a.n.a.
Q4 202011$1.5bnn.a.n.a.
Q1 202111$1.4bnn.a.n.a.
Q2 202111$1.2bnn.a.n.a.
Q3 202110$587mn.a.n.a.
Q4 202110$1.3bnn.a.n.a.
Q1 20228$1.0bnn.a.n.a.
Q2 202213$1.1bnn.a.n.a.
Q3 202219$891mn.a.n.a.
Q4 202223$1.2bnn.a.n.a.
Q1 202321$1.5bnn.a.n.a.
Q2 202319$1.7bnn.a.n.a.
Q3 202318$1.5bnn.a.n.a.
Q4 202318$2.4bn1011
Q1 202411$1.9bn410
Q2 20248$1.8bn74
Q3 20249$1.3bn74
Q4 202413$1.9bn84
Q1 202514$1.0bn86
Q2 202511$1.0bn75
Q3 202512$1.3bn94
Q4 20254$782m1027
Q1 20267$943m1617
Q2 20267$1.1bn1714

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LW and PM →LW and KO →LW and COST →Choose a stock to compare with LW →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LW, latest filings →Back to the 13F Explorer →