1 tracked superinvestor hold LAMB WESTON HLDGS INC (LW), worth $258M combined, led by Jeff Smith. Smart money is accumulating LW as of the latest 13F filings.
Current price
$45.24
Lamb Weston Holdings, Inc. produces, distributes, and markets value-added frozen potato products worldwide. It operates through four segments: Global, Foodservice, Retail, and Other. The company offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also offers its products under its owned or licensed…
Market cap
$6.1B
P/E
20.59
Div yield
3.3%
Revenue YoY
-0.3%
Analyst target
$73
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$258M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating LW: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
LAMB WESTON HLDGS INC (LW) is held by 1 tracked funds worth $258M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Jeff Smith, who has committed 5.8% of their portfolio to it.
This quarter 1 fund opened a brand-new position (Jeff Smith), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 5.8% | $258M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own LW?
1 tracked funds hold LAMB WESTON HLDGS INC (LW), the largest being Jeff Smith (Starboard Value) at 5.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling LW?
In the most recent 13F quarter, 1 tracked fund added or opened LW and 0 trimmed it, including 1 brand-new position.
How much LW do tracked funds hold?
Combined disclosed long exposure to LW across tracked superinvestors is $258M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.