JANA Partners Management, LP → Lamb Weston Holdings, Inc. LW

Stake: 5.00% Shares: 7,168,249 CUSIP: 513272104 Class: Common Stock, par value $1.00 per share

Item 4 — Purpose of Transaction

Item 4 is hereby amended and supplemented with the addition of the following: On January 27, 2025, JANA issued a public letter to the Issuer's Board of Directors (the "January 27, 2025 Letter"), which is attached hereto as Exhibit 99.4 and incorporated by reference herein.

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

3 13D/G filings on this issuer

2 other filings besides this one

Filer Track Record

4 filings by this filer

3 other filings in the data moat

Short Interest · settle 2026-03-31

DTC 1.23

6,946,492 shares short · -6.1% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $6.78M

Point72 Asset Mgmt

Other 13D/G Filings on Lamb Weston Holdings, Inc.

Filed	Form	Filer	Stake	Shares
2025-03-07	SCHEDULE	CONTINENTAL GRAIN CO	1.50%	2,134,080	view →
2025-03-07	SCHEDULE	JANA Partners Management, LP	5.60%	7,985,426	view →

Other Filings by JANA Partners Management, LP

Filed	Form	Issuer	Stake	Shares
2026-04-01	SCHEDULE 13D	ALKAMI TECHNOLOGY, INC. ALKT	5.10%	5,431,388	view →
2025-03-13	SCHEDULE	Rapid7, Inc. RPD	5.80%	3,690,129	view →
2025-03-07	SCHEDULE	Lamb Weston Holdings, Inc. LW	5.60%	7,985,426	view →

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