
What smart money is saying about Lamb Weston Holdings, Inc.
2 funds in our archive have pitched Lamb Weston Holdings, Inc. — most recently Starboard Value in March 2026.
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 "Lamb Weston" brand and tailored to numerous customer labels. Furthermore, the company leverages its proprietary brands, such as Grown in Idaho and Alexia, alongside other licensed trademarks and private label brands for retailers. Beyond potatoes, Lamb Weston also maintains interests in the vegetable and dairy sectors. Its extensive client base includes both retail and foodservice channels, ranging from major grocery chains, mass merchandisers, club stores, and specialty retailers to diverse businesses, educational institutions, independent and regional chain restaurants, and convenience stores. Established in 1950, the corporation maintains its principal executive offices in Eagle, Idaho.
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Position history
Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Lamb Weston Holdings, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- June 2026
“Following the additions of The Campbell’s Company and Conagra Brands, the Fund’s allocation to consumer staples continues to increase, building on the first quarter acquisitions of Ingredion, Molson Coors, and Lamb Weston.”
Lamb Weston Holdings, Inc.
Fund coverage · 2 theses
- Starboard ValueMarch 2026
Lamb Weston is a high-quality, competitively advantaged business in a structurally attractive, capacity-constrained industry with meaningful margin expansion potential through cost cuts and portfolio rationalization.
Read the full thesis - The London Company Smid CapDecember 2025
Lamb Weston Holdings, Inc. benefits from attractive long-term industry drivers, a flexible balance sheet, leading market share, and a solid capital allocation strategy.
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