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 Q3 2026, 6 fund letters reported a position in Lamb Weston Holdings, Inc., with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 2 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 2 moves
- September 2026
“● Exited: Lamb Weston Holdings, Inc. (LW) – Sold following the stock's recovery this year.”
Lamb Weston Holdings, Inc. - September 2026
“Lamb Weston provided an update on its strategic priorities, governance developments and executive remuneration framework.”
Lamb Weston Holdings, Inc. - 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. - June 2026
“Exited: Lamb Weston (LW) - Sold LW due to its small position size and weaker demand trends across the restaurant and foodservice channel.”
Lamb Weston Holdings, Inc. - December 2025
“Lamb Weston Holdings, Inc. (LW) – LW was a weaker name after reporting ongoing pricing pressure and industry headwinds, including softer QSR traffic.”
Lamb Weston Holdings, Inc. - December 2025
“The holding in Lamb Weston, which makes frozen potato products in the US, detracted from performance.”
Lamb Weston Holdings, Inc.
Also mentioned · 3
These funds discuss Lamb Weston Holdings, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedRoyal London AM US Equity TrustSeptember 2026
Named in a table in Royal London AM US Equity Trust’s letter.
Lamb Weston Holdings, Inc. - September 2026
“Lamb Weston Holdings Inc, a food processing company, reached out to us to provide information on its corporate governance practices and to better understand how the board oversees key governance matters on behalf of shareholders.”
Lamb Weston Holdings, Inc. - December 2025
“Lamb Weston was the largest detractor from performance.”
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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