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SCHEDULE Filed 2025-06-10 Event 2025-06-08 SEC 0000902664-25-002689 →

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

Stake: 5.40% Shares: 7,557,519 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 June 8, 2025, JANA entered into a Nominee Agreement (substantially in the form attached as Exhibit 99.1 to the Original Schedule 13D) with Robert Bradshaw Henske, a private investor, after previously serving as Chief Financial Officer of Intuit Inc. and Synopsys, Inc. and Managing Director at Hellman & Friedman LLC.

Cross-References

Insider Activity (last 365d)
87 transactions
71 buys · 1 sales · 0 awards/exercises
Issuer Cluster
9 13D/G filings on this issuer
8 other filings besides this one
Filer Track Record
10 filings by this filer
9 other filings in the data moat
Short Interest · settle 2026-07-15
DTC 4.89
6,800,411 shares short · -4.7% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $6.78M
Point72 Asset Mgmt

Post-Filing Returns · since 2025-06-08 on LW

+1 day
0.0%
+5 days
0.0%
+30 days
0.0%
+60 days
0.0%
+90 days
0.0%
+180 days
0.0%

Anchor price 46.51 on closest trading day on/after 2025-06-08. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-07-14 Younes Steven J officer Award 1,576
2026-07-14 Younes Steven J officer F 468 $46.50 $22K
2026-07-14 Smith Michael Jared director, officer Award 3,942
2026-07-14 Smith Michael Jared director, officer F 2,245 $46.50 $104K
2026-07-14 Schroeder Marc officer Award 2,417
2026-07-14 Schroeder Marc officer F 1,354 $46.50 $63K
2026-07-14 Jones Gregory W officer Award 209
2026-07-14 Jones Gregory W officer F 61 $46.50 $3K
2026-07-14 Crowley Michael Christopher officer Award 378
2026-07-14 Crowley Michael Christopher officer F 113 $46.50 $5K
2026-07-14 Spytek Eryk J officer Award 2,354
2026-07-14 Spytek Eryk J officer F 2,311 $46.50 $107K
2026-05-11 Gray James D officer Buy 5,000 $40.95 $205K
2026-05-11 Gray James D officer Buy 5,000 $40.90 $205K
2026-05-11 Gray James D officer Award 15,096
2026-05-08 Philip Amit officer Award 29,631
2026-05-08 Philip Amit officer Award 59,801 $60.00 $3.59M
2026-05-08 Philip Amit officer Award 59,801 $75.00 $4.49M
2026-05-08 Philip Amit officer Award 51,258 $85.00 $4.36M
2026-04-27 Gray James D officer Buy 4,556 $43.85 $200K
2026-04-15 JANA Partners Management, LP director Buy 50,000 $43.19 $2.16M
2026-04-13 JANA Partners Management, LP director Buy 100,000 $42.12 $4.21M
2026-04-11 Schroeder Marc officer F 6,084 $42.19 $257K
2026-04-10 Gray James D officer Award 54,985
2026-04-10 Gray James D officer Award 7,644 $42.19 $323K
Showing 25 of 87

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

FiledFormFilerStakeShares
2025-07-01 SCHEDULE CONTINENTAL GRAIN CO 1.50% 2,134,080 view →
2025-06-10 SCHEDULE CONTINENTAL GRAIN CO 1.50% 2,134,080 view →
2025-04-01 SCHEDULE CONTINENTAL GRAIN CO 1.50% 2,134,080 view →
2025-04-01 SCHEDULE JANA Partners Management, LP 5.60% 7,985,426 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
2026-06-29 SCHEDULE 13D ALKAMI TECHNOLOGY, INC. ALKT 6.30% 6,747,707 view →
2026-05-12 SCHEDULE 13D/A ALKAMI TECHNOLOGY, INC. ALKT 5,339,388 view →
2026-04-01 SCHEDULE 13D ALKAMI TECHNOLOGY, INC. ALKT 5.10% 5,431,388 view →
2025-04-01 SCHEDULE Lamb Weston Holdings, Inc. LW 5.60% 7,985,426 view →
2025-03-24 SCHEDULE Rapid7, Inc. RPD 6.00% 3,867,463 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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