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LW - Lamb Weston Holdings, Inc.

Insider Purchase by Jana Partners Management, LP (See Remarks)

1 Month
After Trade
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Trade Summary

1 week ago, Jana Partners Management, LP, serving as See Remarks at Lamb Weston Holdings, Inc. (LW), purchased 236,000 shares at $41.11 per share, for a total transaction value of $9,702,040.00. Following this transaction, Jana Partners Management, LP now holds 10,397,960 shares of LW.

This purchase represents a 2.00% increase in Jana Partners Management, LP's stake in the company. This is considered a medium-conviction trade.

The trade was executed on Tuesday, April 7, 2026 and publicly disclosed via SEC Form 4 filing on Thursday, April 9, 2026, 2 days after the trade was made.

Lamb Weston Holdings, Inc. operates in the CONSUMER DEFENSIVE sector, specifically within the PACKAGED FOODS industry. Insider buying activity in this sector can provide valuable signals about industry trends and company-specific developments.

Jana Partners Management, LP

See Remarks

JANA Partners Management, LP is a New York-based hedge fund and investment firm founded in 2001 by Barry Rosenstein, specializing in activist and event-driven investment strategies to unlock value in undervalued public companies through shareholder engagement.[[1]](https://fintool.com/app/research/funds/hedge-funds/jana-partners-management-lp)[[2]](https://en.wikipedia.org/wiki/Jana_Partners)[[3]](https://www.janapartners.com) Headquartered at 1330 Avenue of the Americas in New York City, the firm employs approximately 78 people, manages around $2 billion in assets across 10 equity positions as of Q2 2025, and focuses on constructive activism, board changes, operational improvements, and strategic initiatives for institutional investors.[[1]](https://fintool.com/app/research/funds/hedge-funds/jana-partners-management-lp)[[4]](https://www.zoominfo.com/c/jana-partners-llc/71649769) JANA Partners has a history of high-profile activist campaigns, including stakes in PetSmart (leading to its $8.7 billion sale), Whole Foods (profiting $300 million before Amazon's acquisition), ConAgra, Tiffany & Co., and Pinnacle Foods (sold for $8.1 billion).[[2]](https://en.wikipedia.org/wiki/Jana_Partners) Recently, it built positions in Rapid7 Inc. (RPD), among others like Mercury Systems and Lamb Weston Holdings, where it secured board seats in June 2025 after advocating for a strategic review.[[1]](https://fintool.com/app/research/funds/hedge-funds/jana-partners-management-lp)[[2]](https://en.wikipedia.org/wiki/Jana_Partners) The firm also pioneered socially responsible investing, launching JANA Impact Capital in 2018 and co-authoring a letter to Apple on child tech safety.[[2]](https://en.wikipedia.org/wiki/Jana_Partners)[[3]](https://www.janapartners.com)

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Trade Price

$41.11

Quantity

236,000

Total Value

$9,702,040.00

Shares Owned

10,397,960

Trade Date

Tuesday, April 7, 2026

8 days ago

SEC Filing Date

Thursday, April 9, 2026

Filed 2 days after trade

CONSUMER DEFENSIVEPACKAGED FOODS

About Lamb Weston Holdings, Inc.

Company Overview

No company information available
View news mentioning LW

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