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LAMB WESTON HOLDINGS INC

LW

Holders

1

Combined Value

$1.10M

Combined Shares

25,960

Current Price

$45.38

52W High

$67.07

vs 52W High

−32.3%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$36.90$48.54$60.18$71.82Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q3 2024 · implied price $64.74Q4 2024 · implied price $66.83Q1 2025 · implied price $53.30Q2 2025 · implied price $51.85Q3 2025 · implied price $58.08Q4 2025 · implied price $41.89Q1 2026 · implied price $42.26Harris Associates (Oakmark Funds) · bought 1,345,424 shares @ ~$64.74 · Q3 2024 (new position)Harris Associates (Oakmark Funds) · sold 1,251,674 shares @ ~$66.83 · Q4 2024Harris Associates (Oakmark Funds) · sold 75,607 shares @ ~$53.30 · Q1 2025Tweedy, Browne Company · bought 6,907 shares @ ~$51.85 · Q2 2025 (new position)Harris Associates (Oakmark Funds) · sold 18,143 shares @ ~$53.30 · Q2 2025 (sold out)Tweedy, Browne Company · bought 7,282 shares @ ~$58.08 · Q3 2025Jim Simons - Renaissance Technologies · bought 63,300 shares @ ~$41.89 · Q4 2025 (new position)Tweedy, Browne Company · bought 2,376 shares @ ~$41.89 · Q4 2025Tweedy, Browne Company · bought 9,395 shares @ ~$42.26 · Q1 2026Jim Simons - Renaissance Technologies · sold 63,300 shares @ ~$41.89 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Tweedy, Browne Company$1.10M0.09%~$49.22−7.8%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesSOLD OUT−$2.65M~$41.89
Q1 2026Tweedy, Browne CompanyBUY+$397.0K~$42.26
Q4 2025Jim Simons - Renaissance TechnologiesNEW BUY+$2.65M~$41.89
Q4 2025Tweedy, Browne CompanyBUY+$99.5K~$41.89
Q3 2025Tweedy, Browne CompanyBUY+$422.9K~$58.08
Q2 2025Harris Associates (Oakmark Funds)SOLD OUT−$967.0K~$53.30
Q2 2025Tweedy, Browne CompanyNEW BUY+$358.1K~$51.85
Q1 2025Harris Associates (Oakmark Funds)SELL−$4.03M~$53.30
Q4 2024Harris Associates (Oakmark Funds)SELL−$83.65M~$66.83
Q3 2024Harris Associates (Oakmark Funds)NEW BUY+$87.10M~$64.74

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026125,960-67.5%$1.10M$42.26
Q4 2025279,865+462.9%$3.35M$41.89
Q3 2025114,189+105.4%$824.1K$58.08
Q2 202516,907-61.9%$358.1K$51.85
Q1 2025118,143-80.6%$967.0K$53.30
Q4 2024193,750-93.0%$6.27M$66.83
Q3 202411,345,424—$87.10M$64.74