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SCHEDULE Filed 2025-04-01 Event 2025-03-31 SEC 0000902664-25-001645 →

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

Stake: 5.60% Shares: 7,985,426 CUSIP: 513272104 Class: Common Stock, par value $1.00 per share

Item 4 — Purpose of Transaction

Item 4 is hereby amended and supplemented by the addition of the following: On March 31, 2025, JANA entered into a Nominee Agreement (substantially in the form attached as Exhibit 99.1 to the Original Schedule 13D) with Ruth Kimmelshue, who serves as Senior Advisor to Continental Grain and as a corporate director after previously serving on the Executive Team of Cargill, Inc., a multinational food corporation.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
7 13D/G filings on this issuer
6 other filings besides this one
Filer Track Record
6 filings by this filer
5 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.

FiledFormFilerStakeShares
2025-07-01 SCHEDULE CONTINENTAL GRAIN CO 1.50% 2,134,080 view →
2025-04-01 SCHEDULE CONTINENTAL GRAIN CO 1.50% 2,134,080 view →
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 →
2025-01-29 SCHEDULE CONTINENTAL GRAIN CO 89.00% 1,269,452 view →
2025-01-28 SCHEDULE JANA Partners Management, LP 5.00% 7,168,249 view →

Other Filings by JANA Partners Management, LP

FiledFormIssuerStakeShares
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 →
2025-01-28 SCHEDULE Lamb Weston Holdings, Inc. LW 5.00% 7,168,249 view →
2024-01-11 SC Freshpet, Inc. FRPT view →

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