Gates Capital Management’s Lamb Weston LW Stock Holding History

Gates Capital Management’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 Q4	–	Sell	-1,096,923	Closed	-$63.7M	–	35
2025 Q3	$63.7M	Sell	1,096,923 -373,202	-25%	-$20.4M	1.97%	29
2025 Q2	$76.2M	Sell	1,470,125 -546,017	-27%	-$29.2M	2.3%	27
2025 Q1	$107M	Buy	2,016,142 +670,611	+50%	+$38M	3.33%	19
2024 Q4	$89.9M	Sell	1,345,531 -944,588	-41%	-$70.5M	2.65%	24
2024 Q3	$148M	Buy	2,290,119 +647,438	+39%	+$42.8M	4.21%	15
2024 Q2	$138M	Buy	+1,642,681	New	+$140M	4.16%	11
2018 Q1	–	Sell	-710,293	Closed	-$40.1M	–	35
2017 Q4	$40.1M	Sell	710,293 -1,013,853	-59%	-$53.4M	1.66%	27
2017 Q3	$80.8M	Sell	1,724,146 -710,377	-29%	-$31.9M	3.45%	16
2017 Q2	$107M	Buy	2,434,523 +706,537	+41%	+$31M	4.87%	11
2017 Q1	$72.7M	Sell	1,727,986 -672	-0%	-$26.5K	3.41%	17
2016 Q4	$65.4M	Buy	+1,728,658	New	+$58.9M	3.32%	16

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return