JACOBS LEVY EQUITY MANAGEMENT, INC
Position in LW — Lamb Weston Holdings, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in LW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,851,639
+$16,565,615 QoQ
Shares Held
398,761
+5740.1% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 64.44411564822036.ToString("F0")%
Shared 0.ToString("F0")%
None 35.55588435177964.ToString("F0")%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $93,125,061 across 10 Packaged Foods names. LW ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFD |
Smithfield Foods Inc
|
1,462,146 | $40,896,223 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
This page
|
398,761 | $16,851,639 | |
| 3 | MZTI |
Marzetti Co
|
76,176 | $10,537,426 | |
| 4 | DAR |
Darling Ingredients Inc.
|
126,755 | $7,839,796 | |
| 5 | PPC |
Pilgrims Pride Corp
|
123,880 | $4,677,708 | |
| 6 | NATR |
Natures Sunshine Products Inc
|
191,687 | $4,598,571 | |
| 7 | USNA |
Usana Health Sciences Inc
|
192,976 | $3,371,290 | |
| 8 | HLF |
Herbalife Ltd.
|
175,867 | $2,588,762 |
All Filings in LW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,851,639 | 398,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $286,024 | 6,828 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $322,692 | 5,556 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,307,034 | 25,208 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $297,928 | 4,458 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $290,164 | 4,482 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $47,260,836 | 511,149 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $60,972,813 | 530,429 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $87,588,282 | 838,005 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $89,938,516 | 1,006,474 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,928,237 | 1,007,085 | 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. | ||||||