BR
LW icon

Barry Rosenstein’s Lamb Weston LW Stock Holding History

Barry Rosenstein’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233M Buy
5,394,635
+386,000
+8% +$16.6M 12.25% 4
2026
Q1 		$212M Hold
5,008,635
– – 12.69% 5
2025
Q4 		$210M Hold
5,008,635
– – 10.92% 4
2025
Q3 		$291M Sell
5,008,635
-2,223,584
-31% -$122M 14.08% 2
2025
Q2 		$375M Sell
7,232,219
-753,207
-9% -$40.3M 18.83% 1
2025
Q1 		$426M Buy
7,985,426
+854,087
+12% +$48.4M 21.98% 1
2024
Q4 		$477M Buy
7,131,339
+3,604,585
+102% +$269M 23.44% 1
2024
Q3 		$228M Buy
+3,526,754
New +$233M 11.85% 4

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Barry Rosenstein's LW Position: Q2 2026 in Review

Barry Rosenstein increased its Lamb Weston (LW) stake by 7.7% in Q2 2026, buying an estimated $16.6M and bringing the position to 5,394,635 shares worth $233M. The position accounts for 12.25% of the portfolio, ranked #4.

Barry Rosenstein first reported a position in LW in Q3 2024 and has held it in 8 quarters since. The position peaked at $477M in Q4 2024. 554 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Barry Rosenstein held 5,394,635 shares of Lamb Weston worth $233M as of Q2 2026.
  • Barry Rosenstein bought 386,000 Lamb Weston shares in Q2 2026, an estimated $16.6M.
  • Lamb Weston made up 12.25% of Barry Rosenstein's portfolio in Q2 2026, its #4 holding.
  • Barry Rosenstein first reported a position in Lamb Weston in Q3 2024 and has held it in 8 quarters since.
  • Barry Rosenstein's Lamb Weston position peaked at $477M in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on JANA Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.