Lamb Weston Holdings Inc (LW) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $397.1M

LW ranks #1031 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LW is a top-conviction position for Continental Grain Co — at 34.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LW belongs to BlackRock, Inc., but the position matters far more to Continental Grain Co, who has 34.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Douglas Lane & Associates, LLC has added to its LW position for two straight quarters, increasing it by $15.1M to reach $75.5M today.

State of Alaska, Department of Revenue has trimmed its LW position for two straight quarters, cutting it by $1.7M while still holding $1.5M.

LW is up 3.5% today, and institutions have been net buyers of $397.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LW posted net income of $290.0M over the trailing twelve months, and currently trades at a P/E of 24.9.

• Profitable — net income of $290.0M over the trailing twelve months
• Net income declined year over year, from $357.2M to $290.0M
• Generated $942.9M in positive operating cash flow
• Current ratio of 1.42x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting