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JANA Partners Management, LP filed a Form 3 disclosing initial beneficial ownership of 5,007,519 shares of Lamb Weston Holdings, Inc. (LW) common stock as of the event date 07/14/2025. The stake is reported as held directly by JANA through accounts under its management.
JANA may be deemed a director by deputization because Managing Partner Scott Ostfeld currently serves on LW’s board. The filing lists no derivative securities and is made by a single reporting person. Signature dated 07/24/2025 by Partner & CLO Jennifer Fanjiang completes the submission.
Lamb Weston Holdings, Inc. (LW) filed its FY 2025 Form 10-K. The company remains the #1 North-American supplier and a major international provider of value-added frozen potato products, selling in 100+ countries through two reportable segments: North America and International. About 35 % of FY 2025 sales originated outside the U.S. and the ten largest customers represented ~50 % of revenue; McDonald’s accounted for 15 %. LW owns or co-owns 26 production facilities and sources potatoes via long-term grower networks across multiple continents. Joint ventures include a 50 % stake in Lamb-Weston/RDO Frozen and a 75 %-owned Austrian JV.
Key data: Market value held by non-affiliates was $10.9 bn on 22 Nov 2024; shares outstanding at 17 Jul 2025 were 139.3 m. The workforce totals ≈10,100 (30 % outside the U.S.; 65 % of union contracts up for renewal within 12 months).
Strategic actions include an FY 25 restructuring to enhance efficiency plus a newly announced cost-savings program. LW plans $100 m of environmental capex in FY 2026 and $500 m over six years, focused on wastewater projects. Management cites numerous risks: commodity and energy inflation, labor shortages, supply-chain disruption, customer concentration, foreign exchange swings, tariffs and geopolitical conflicts. LW is not a shell company and qualifies as a large accelerated filer.
Lamb Weston Holdings, Inc. (NYSE: LW) filed a Form 8-K dated July 23, 2025 to furnish information under Item 2.02 (Results of Operations and Financial Condition). The filing states that the company issued a press release on the same date announcing its fiscal fourth-quarter and full-year 2025 financial results. The actual financial metrics are not included in the 8-K; instead, the release is provided as Exhibit 99.1 and incorporated by reference. No other material events, transactions, or changes were reported.
The 8-K therefore serves primarily as a procedural notice that the earnings press release has been publicly disseminated and placed on record with the SEC. Investors seeking quantitative details (revenue, EPS, guidance, etc.) must review Exhibit 99.1, which is not reproduced within this filing.
Schedule 13D/A Amendment No. 9, filed 1 July 2025 by JANA Partners Management, LP, details the activist fund’s current position in Lamb Weston Holdings, Inc. (NYSE: LW). JANA now owns 6,957,519 common shares, equal to 4.9 % of the 141.1 million shares outstanding, acquired for approximately $414.7 million and held in margin accounts under its discretionary management.
The filing unveils a Cooperation Agreement dated 30 June 2025 among Lamb Weston, JANA and Continental Grain Company. The agreement calls for the appointment of six directors—Scott Ostfeld (JANA), Bradley Alford, Ruth Kimmelshue, Lawrence Kurzius, Paul Maass and Timothy R. McLevish—to Lamb Weston’s board upon JANA’s written request, but no later than 11 July 2025. Upon effectiveness, the parties previously reported as a “group” under Section 13(d) will no longer be considered a group.
JANA retains sole voting and dispositive power over its entire stake; no other party has rights to dividends or proceeds. The fund reports no criminal or civil securities violations over the past five years. Other than the Cooperation Agreement, no additional contracts or arrangements relating to LW securities are disclosed.
The amendment signals continued activist involvement through board representation, even as JANA’s stake has edged below the 5 % threshold that typically triggers initial Schedule 13D reporting.