1 tracked superinvestor hold LAMB WESTON HLDGS INC (LW), worth $248M combined, led by Jeff Smith. Smart money is trimming LW as of the latest 13F filings.
Current price
$49.87
-8.5%
1Y
Lamb Weston Holdings, Inc. is a prominent global entity specializing in the manufacturing, distribution, and sale of enhanced frozen potato items. Its operations are structured across four distinct segments: Global, Foodservice, Retail, and Other. The company's product portfolio encompasses frozen potatoes, various commercial ingredients, and appetizers. These are offered both under its flagship…
Market cap
$6.1B
P/E
20.59
Div yield
3.0%
Revenue YoY
2.5%
Analyst target
$54
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
$248M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing LW: 1 funds trimmed versus 0 adding.
LAMB WESTON HLDGS INC (LW) is held by 1 tracked funds worth $248M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Jeff Smith, who has committed 5.6% of their portfolio to it.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 5.6% | $248M |
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 5.6% 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, 0 tracked funds added or opened LW and 1 trimmed it.
How much LW do tracked funds hold?
Combined disclosed long exposure to LW across tracked superinvestors is $248M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.