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SCHEDULE Filed 2025-07-01 Event 2025-06-30 SEC 0001104659-25-064924 →

CONTINENTAL GRAIN CO Lamb Weston Holdings, Inc. LW

Stake: 1.50% Shares: 2,134,080 CUSIP: 513272104 Class: Common Stock, $1.00 par value

Item 4 — Purpose of Transaction

Item 4 is hereby amended and supplemented by the addition of the following: On June 30, 2025, the Issuer, JANA Partners Management, LP ("JANA") and Continental Grain Company entered into a cooperation agreement (the "Cooperation Agreement"), pursuant to which Scott Ostfeld, Bradley Alford, Ruth Kimmelshue, Lawrence Kurzius, Paul Maass and Timothy R. McLevish will be appointed to the Issuer's board of directors. The effective date for such appointments will be the date upon which JANA delivers a written request to the Issuer for such effectiveness; provided, (i) such written request from JANA shall be delivered to the Issuer no later than July 11, 2025 and (ii) if JANA fails to deliver such request, the appointments shall be effective as of 4:00 PM EDT on July 11, 2025. The foregoing description of the Cooperation Agreement is qualified by the full text of the Cooperation Agreement, which is included as Exhibit 99.6 to this Amendment No. 9 by reference to Exhibit 10.1 of the Issuer's Current Report on Form 8-K filed with the SEC on June 30, 2025 (the "Form 8-K") and is incorporated by reference herein. By virtue of the Cooperation Agreement, the Reporting Persons, JANA, Bradley Alford, Jeffery DeLapp, Diane Dietz (whose legal name is Diane Dietz Suciu), John Gainor, Ruth Kimmelshue, James Lillie, Timothy McLevish and Joseph Scalzo are no longer deemed to be a "group" within the meaning of Section 13(d)(3) of the Exchange Act and Rule 13d-5(b)(1) promulgated thereunder. As a result, each and all of the Reporting Persons ceased to be the beneficial owner of more than 5% of the Shares on June 30, 2025. The filing of this Amendment No. 9 represents the final amendment to the Schedule 13D and constitutes an exit filing for each of the Reporting Persons.

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
5 filings by this filer
4 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
2025-04-01 SCHEDULE JANA Partners Management, LP 5.60% 7,985,426 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 CONTINENTAL GRAIN CO

FiledFormIssuerStakeShares
2025-04-01 SCHEDULE Lamb Weston Holdings, Inc. LW 1.50% 2,134,080 view →
2025-03-07 SCHEDULE Lamb Weston Holdings, Inc. LW 1.50% 2,134,080 view →
2025-01-29 SCHEDULE Lamb Weston Holdings, Inc. LW 89.00% 1,269,452 view →
2022-04-01 SC RiceBran Technologies view →

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