JACOBS LEVY EQUITY MANAGEMENT, INC

Position in LW — Lamb Weston Holdings, Inc.

CIK 884414 FLORHAM PARK, NJ

Position in LW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,805,396

-$46,243 QoQ

Shares Held

389,194

-2.4% QoQ

Ownership

0.283%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#46

of 554 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Consumer Defensive · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $75,378,218 across 11 Packaged Foods names. LW ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAR	Darling Ingredients Inc.	454,392	$24,818,891
2	SFD	Smithfield Foods Inc	836,446	$20,292,179
3	LW	Lamb Weston Holdings, Inc. This page	389,194	$16,805,396
4	NATR	Natures Sunshine Products Inc	214,189	$4,669,320
5	USNA	Usana Health Sciences Inc	180,567	$3,855,105
6	HLF	Herbalife Ltd.	154,989	$2,038,105
7	MZTI	Marzetti Co	9,363	$1,068,880
8	CENT	Central Garden & Pet Co	16,907	$655,484

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,805,396	389,194	-2.4%	Shares	Sole	2026-08-14
2026-03-31	$16,851,639	398,761	+5740.1%	Shares	Sole	2026-05-15
2025-12-31	$286,024	6,828	+22.9%	Shares	Sole	2026-02-13
2025-09-30	$322,692	5,556	-78.0%	Shares	Sole	2025-11-17
2025-06-30	$1,307,034	25,208	+465.5%	Shares	Sole	2025-08-14
2024-12-31	$297,928	4,458	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$290,164	4,482	-99.1%	Shares	Sole	2024-11-14
2023-09-30	$47,260,836	511,149	-3.6%	Shares	Sole	2023-11-17
2023-06-30	$60,972,813	530,429	-36.7%	Shares	Sole	2023-08-14
2023-03-31	$87,588,282	838,005	-16.7%	Shares	Sole	2023-05-15
2022-12-31	$89,938,516	1,006,474	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$77,928,237	1,007,085	+699.2%	Shares	Sole	2022-11-15
2022-06-30	$9,004,317	126,005	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.