ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in LW — Lamb Weston Holdings, Inc.

CIK 1165408 Boston, MA

Position in LW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,226,000

-$5,232,762 QoQ

Shares Held

100,000

-55.7% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $79,428,629 across 8 Packaged Foods names. LW ranks #7 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FRPT	Freshpet, Inc.	325,000	$19,162,000
2	KHC	Kraft Heinz Co	622,432	$13,998,495
3	GIS	General Mills Inc	341,096	$12,695,593
4	MKC	Mccormick & Co Inc	226,230	$11,411,041
5	SJM	J M SMUCKER Co	95,227	$9,183,691
6	CAG	Conagra Brands Inc.	426,845	$6,710,003
7	LW	Lamb Weston Holdings, Inc. This page	100,000	$4,226,000
8	HRL	Hormel Foods Corp /De/	90,146	$2,041,806

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,226,000	100,000	-55.7%	Shares	Sole	2026-05-15
2025-12-31	$9,458,762	225,800	+77.9%	Shares	Sole	2026-02-17
2025-09-30	$7,370,352	126,900	-60.3%	Shares	Sole	2025-11-14
2025-06-30	$16,578,519	319,740	+22.6%	Shares	Sole	2025-08-14
2025-03-31	$13,897,442	260,740	+95.8%	Shares	Sole	2025-05-15
2024-12-31	$8,901,756	133,200	-1.6%	Shares	Sole	2025-02-14
2024-09-30	$8,765,796	135,400	-2.2%	Shares	Sole	2024-11-14
2024-06-30	$11,645,080	138,500	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$15,084,648	141,600	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$15,219,072	140,800	-2.9%	Shares	Sole	2024-02-14
2023-09-30	$13,406,700	145,000	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$16,690,740	145,200	+0.8%	Shares	Other	2023-08-14
2023-03-31	$15,061,332	144,100	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$13,073,368	146,300	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$11,328,432	146,400	+69.4%	Shares	Sole	2022-11-14
2022-06-30	$6,174,144	86,400	-43.0%	Shares	Sole	2022-08-15
2022-03-31	$9,082,356	151,600	-2.6%	Shares	Sole	2022-05-16
2021-12-31	$9,861,928	155,600	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$9,414,158	153,400	-1.4%	Shares	Sole	2021-11-15
2021-06-30	$12,550,696	155,600	-2.4%	Shares	Sole	2021-08-16
2021-03-31	$12,350,312	159,400	-1.9%	Shares	Sole	2021-05-17
2020-12-31	$12,795,250	162,500	+2.8%	Shares	Sole	2021-02-16
2020-09-30	$10,470,660	158,000	-3.2%	Shares	Sole	2020-11-16
2020-06-30	$10,433,376	163,200	-1.7%	Shares	Sole	2020-08-14
2020-03-31	$9,478,600	166,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.