Back to JA JANA Partners Management, LP

LWLW
8 quarters

Position history for JAJANA Partners Management, LP's holdings in LAMB WESTON HLDGS INC

Yes. JANA Partners Management holds 5,394,635 shares of LW (Lamb Weston), worth $232.9M, as of its Q2 2026 13F filing. It increased the position by 386,000 shares (+7.7%) from Q1 2026. JANA Partners Management has held LW since Q3 2024, across 8 quarterly 13F filings. LW is 12.2% of JANA Partners Management's reported 13F portfolio.

Current Value

$232.9M

Current Shares

5.4M

Total Value Change

+$4.6M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.4M
+7.7%
$232.9M12.2%$42.86
67
2026-Q1
Unchanged
5M
0.0%
$211.7M12.7%$41.58
0
2025-Q4
Unchanged
5M
0.0%
$209.8M10.9%$40.88
0
2025-Q3
Decreased
5M
-30.8%
$290.9M14.1%$56.34
0
2025-Q2
Decreased
7.2M
-9.4%
$375M18.8%$49.97
0
2025-Q1
Increased
8M
+12.0%
$425.6M22.0%$51.00
71
2024-Q4
Increased
7.1M
+102.2%
$476.6M23.4%$63.56
100
2024-Q3
New
3.5M
-
$228.3M11.9%$61.29
98

Other major holders of LW: FMR LLC, BlackRock Finance, Inc., VANGUARD GROUP INC, Capital Research Global Investors

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