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LW · Consumer Defensive

LAMB WESTON HLDGS INC

USA Consumer Defensive Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
55
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in LAMB WESTON HLDGS INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$6.8B
Industry
Packaged Foods
Sector
Consumer Defensive
Exchange
NYSE
About LAMB WESTON HLDGS INC

Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of frozen potato products in the United States, Canada, Mexico, and internationally. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also provides its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' own brands. It sells its products through a network of internal sales personnel and independent brokers, agents, and distributors…

Who's behind the signal
Every informed buyer we can see on LW, across all three feeds.
Hedge funds · 10
D.E. Shaw & Co New position
Tweedy Browne Increased +17%
AQR Capital Management Increased +81%
+4 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 11
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2021-09-24 Earl Blumenauer · D-OR House BOUGHT $1,001 - $15,000
2021-04-09 Sara Jacobs · D-CA House BOUGHT $15,001 - $50,000
2021-03-10 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2021-02-23 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-10-19 Susie Lee · D-NV House SOLD $1,001 - $15,000
2020-06-05 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-04-17 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2020-04-15 Susie Lee · D-NV House BOUGHT $1,001 - $15,000
2019-06-24 Donna E. Shalala · D-FL House SOLD $1,001 - $15,000
2017-01-30 Sheldon Whitehouse · D-RI Senate SOLD $1,001 - $15,000
2016-11-16 Sheldon Whitehouse · D-RI Senate BOUGHT $1,001 - $15,000
Not a model pick — but on our radar. LAMB WESTON HLDGS INC isn't in the top-10 model right now, but 10 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
10
Investors
1
New positions
2
Increasing
6
Decreasing
1
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.2×
Increased +17%
% of portfolio
0.1%
Position change
+17%
0.1% of Tweedy Browne's portfolio
Trust weight: 1.0×
Increased +81%
% of portfolio
0.0%
Position change
+81%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.1×
Unchanged
% of portfolio
10.9%
Position change
10.9% of JANA Partners Management's portfolio
Trust weight: 1.1×
Decreased −13%
% of portfolio
0.0%
Position change
−13%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
Decreased −78%
% of portfolio
0.0%
Position change
−78%
0.0% of Millennium Management's portfolio
Trust weight: 1.2×
Decreased −63%
% of portfolio
0.0%
Position change
−63%
0.0% of Tudor Investment's portfolio
Trust weight: 1.0×
Decreased −82%
% of portfolio
0.0%
Position change
−82%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.3×
Decreased −96%
% of portfolio
0.0%
Position change
−96%
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.1×
Decreased −99%
% of portfolio
0.0%
Position change
−99%
0.0% of Point72's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LAMB WESTON HLDGS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell LAMB WESTON HLDGS INC or any security.

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