Dmitry Balyasny’s Lamb Weston LW Stock Holding History

Dmitry Balyasny’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
2025 Q1	–	Sell	-302,600	Closed	-$20.2M	–	3084
2024 Q4	$20.2M	Buy	+302,600	New	+$22.6M	0.03%	664
2021 Q4	–	Sell	-10,000	Closed	-$614K	–	2460
2021 Q3	$614K	Buy	+10,000	New	+$677K	﹤0.01%	1440

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dmitry Balyasny's LW Position: Q2 2026 in Review

Dmitry Balyasny sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 5,265 shares — an estimated $227K sold.

Dmitry Balyasny first reported a position in LW in Q4 2016 and held it in 30 quarters. The position peaked at $104M in Q1 2023. 554 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Dmitry Balyasny reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 5,265 Lamb Weston shares in Q2 2026, an estimated $227K.
Dmitry Balyasny first reported a position in Lamb Weston in Q4 2016 and held it in 30 quarters.
Dmitry Balyasny's Lamb Weston position peaked at $104M in Q1 2023.
554 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

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