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JANA Partners Management’s Lamb Weston LW Stock Holding History

JANA Partners 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
2024
Q4 		– Sell
-2,302,000
Closed -$149M – 14
2024
Q3 		$149M Buy
+2,302,000
New +$152M 7.74% 6

Other funds holding LW

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JANA Partners Management's LW Position: Q1 2026 in Review

JANA Partners Management held its Lamb Weston (LW) position steady in Q1 2026 at 5,008,635 shares worth $212M. The position accounts for 12.69% of the portfolio, ranked #5.

JANA Partners Management first reported a position in LW in Q3 2024 and has held it in 7 quarters since. The position peaked at $477M in Q4 2024. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • JANA Partners Management held 5,008,635 shares of Lamb Weston worth $212M as of Q1 2026.
  • JANA Partners Management left its Lamb Weston share count unchanged in Q1 2026.
  • Lamb Weston made up 12.69% of JANA Partners Management's portfolio in Q1 2026, its #5 holding.
  • JANA Partners Management first reported a position in Lamb Weston in Q3 2024 and has held it in 7 quarters since.
  • JANA Partners Management's Lamb Weston position peaked at $477M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on JANA Partners Management's 13F filing for Q1 2026, filed 15 May 2026.