Lamb Weston Holdings, Inc. (LW): A Bull Case Theory
We came across a bullish thesis on Lamb Weston Holdings, Inc. on r/Valueinvesting by u/DLM93. In this article, we will summarize the bulls’ thesis on LW.
Lamb Weston Holdings Inc. (LW)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Magnolia Capital Fund Adam Peterson | 212,500 | $8,901,625 | 1.47% | |
| 2. | Carlson Capital Clint Carlson | 19,200 | $804,288 | 0.29% | |
| 3. | GAMCO Investors Mario Gabelli | 15,572 | $652,311 | -14% | 0.01% |
| 4. | Bayforest Capital Theodoros Tsagaris | 3,616 | $151,474 | -71% | 0.11% |
| 5. | Stevens Capital Management Matthew Tewksbury | 8,102 | $339 | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.94 | 3,000 | $182,818.80 | 26,406 | 2025-01-13 | Filing | |
| $63.25 | 1,200 | $75,900.84 | 22,982 | 2024-12-23 | Filing | |
| $63.27 | 5,000 | $316,349.50 | 181,250 | 2024-12-23 | Filing | |
| $55.43 | 10,000 | $554,291.00 | 173,377 | 2024-07-26 | Filing | |
| $55.50 | 5,000 | $277,475.50 | 20,805 | 2024-07-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.48 | 1,600 | $99,973.12 | 9,475 | 2025-10-02 | Filing | |
| $103.23 | 6,319 | $652,310.37 | 1,052 | 2023-08-02 | Filing | |
| $115.00 | 4,350 | $500,250.00 | 49,859 | 2023-05-19 | Filing | |
| $97.49 | 1,000 | $97,493.10 | 6,384 | 2023-01-12 | Filing | |
| $98.90 | 11,934 | $1,180,272.60 | 74,351 | 2023-01-09 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,679,203 | $698,691,814 | 0.01% | |
| 2. | 462,048 | $88,013,335 | 0.06% | |
| 3. | 1,213,884 | $50,849,601 | 0.7% | |
| 4. | 1,147,670 | $48,075,897 | 0.01% | |
| 5. | 914,000 | $38,287,460 | 0.04% |
News See All
Barclays Sees Lamb Weston (LW) Selloff as Overdone, Cuts Price Target
On December 23, Barclays cut its price target on Lamb Weston Holdings, Inc. (NYSE:LW) to $55 from $68 and kept an Overweight rating on the shares.
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Lamb Weston Holdings, Inc. (NYSE:LW) Q2 2026 Earnings Call Transcript
Operator: Please stand by. Good day. And welcome to the Lamb Weston Holdings, Inc. Second Quarter 2026 Earnings Call. Today's conference is being recorded.
Lamb Weston Holdings, Inc. (NYSE:LW) Q1 2026 Earnings Call Transcript
Lamb Weston Holdings, Inc. (NYSE:LW) Q1 2026 Earnings Call Transcript September 30, 2025Lamb Weston Holdings, Inc. misses on earnings expectations.
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Resilient Fries: Wells Fargo Sees Long-Term Upside in Lamb Weston Despite Tariff Risks
Lamb Weston Holdings, Inc. (NYSE:LW) is one of the best trade-war-resistant stocks to buy, but not without caveats.
Wells Fargo Reduces PT on Lamb Weston Holdings, Inc. (LW) Stock
Lamb Weston Holdings, Inc. (NYSE:LW) is one of the Best Mid Cap FMCG Stocks to Buy Now.
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