Lamb Weston Holdings, Inc. (LW): A Bull Case Theory
We came across a bullish thesis on Lamb Weston Holdings, Inc. on Value Dont's Lie's Substack. In this article, we will summarize the bull’s thesis on LW.
Lamb Weston Holdings Inc. (LW)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | JANA Partners Barry Rosenstein | 7,985,426 | $425,623,206 | +12% | 21.98% |
| 2. | Gates Capital Management Jeffrey Gates | 2,016,142 | $107,460,369 | +50% | 2.11% |
| 3. | Southpoint Capital Advisors John Smith Clark | 2,000,000 | $106,600,000 | +6% | 2.54% |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,278,426 | $68,140,107 | +2618% | 0.09% |
| 5. | Citadel Investment Group Ken Griffin | 1,218,825 | $64,963,373 | -39% | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $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 | |
| $99.41 | 4,389 | $436,324.97 | 23,599 | 2023-01-09 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,072,932 | $909,987,276 | 0.02% | |
| 2. | 14,516,213 | $773,714,122 | 0.02% | |
| 3. | 7,770,028 | $414,142,551 | 0.03% | |
| 4. | 5,737,720 | $305,820,476 | 0.01% | |
| 5. | 4,055,902 | $216,179,596 | 0.04% |
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Lamb Weston Holdings, Inc. (NYSE:LW) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Lamb Weston Third Quarter FY 2025 Earnings Call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Ms.
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Lamb Weston Holdings, Inc. (NYSE:LW) Q2 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Lamb Weston Second Quarter Fiscal Year 2025 Earnings Call. Today's call is being recorded. At this time, I'd like to turn the call over to Dexter Congbalay.
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