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LAMB WESTON HLDGS INC LW

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.

Company profile

Business mix

  • 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 to quick service and full-service restaurants and chains, wholesale, grocery, mass merchants, club retailers, and specialty retailers.
  • Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in packaged foods?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Starboard Value Jeff Smith 5.6% $258.4M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $258.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +6,114,982 / 0
Starboard Value Jeff Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$258.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +6,114,982 (New) Total shares 6,114,982 Value $258.4M

Recent mentions

No public mentions.