Lamb Weston Holdings, Inc. (LW)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

Filing season: the Q3 2026 13F tracker follows every tracked fund’s filing for the quarter ended Sep 30, 2026, with its biggest buys and sells.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Sep 29, 2026.

Short interest

Shares short at recent settlements — Jun 30, 2026: 7.1M · Jul 15, 2026: 6.8M · Jul 31, 2026: 6.5M · Aug 14, 2026: 5.9M · Aug 31, 2026: 6.3M · Sep 15, 2026: 6.7M.

Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Sep 29, 2026.

Fails to deliver

Fails to deliver at recent settlements — Jun 30, 2026: 292K · Jul 15, 2026: 0 · Jul 31, 2026: 0 · Aug 14, 2026: 12K · Aug 31, 2026: 7K · Sep 15, 2026: 12K.

Source: SEC Fails-to-Deliver data (semi-monthly files, published about two weeks after each settlement date). Each figure is the balance of shares not yet delivered on that date; a stock absent from that date’s file counts as zero. See our research on whether fails to deliver predict returns. Shares outstanding from SEC filings as of Sep 29, 2026.

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 23, 2026.

Politician trading · U.S. Congress

Data unavailable — no congressional STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Dividend Growth — Dividends raised for more than 10 years

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

· Top Relative Strength — Top 20% of the universe by 6-month return

Key figures

· Buffett — Latest ROE: 15.9% · Years ROE ≥15% (of 10): 9 · 10-yr avg ROE: 51.4% · Latest net income: $290.0M

· Dividend Growth — Dividend per share: 1.50 · Dividend yield: 3.1% · Straight dividend years: 10 · 10-yr dividend growth: 300.0%

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 2.26 · Operating cash flow: $942.9M · Net income: $290.0M

· Shareholder Yield — Shareholder yield: 3.1% · of which dividends: 3.1% · of which buybacks: 0.0%

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Insider BEST — appeared in 3 of the last 20 quarterly lists; latest 2026 Q2, ranked #24 of 50.

Related stocks

Also held by the tracked funds that hold LW: CISCO SYSTEMS, INC. (CSCO) · DIAGEO PLC (DEO) · Alphabet Inc. (GOOGL) · BERKSHIRE HATHAWAY INC (BRK.B) · UNITEDHEALTH GROUP INC (UNH) · JOHNSON & JOHNSON (JNJ) · Walt Disney Co (DIS) · AMERICAN EXPRESS CO (AXP) · BANK OF AMERICA CORP /DE/ (BAC) · BERKSHIRE HATHAWAY INC (BRK.A).