LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares +18.2% ·
flujo de acciones +24.1% ·
nuevas posiciones netas +15.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -7 | 95.63M | $4.14B | +3 | −9 |
| Q1 2026 | 130 | -17 | 93.28M | $3.93B | +6 | −24 |
| Q4 2025 | 148 | +2 | 100.61M | $4.21B | +3 | — |
| Q3 2025 | 21 | -2 | 62.47M | $3.63B | — | −3 |
| Q2 2025 | 21 | +2 | 57.88M | $3.00B | +3 | −1 |
| Q1 2025 | 16 | +3 | 18.95M | $1.01B | +3 | — |
| Q4 2024 | 13 | -1 | 18.19M | $1.22B | +1 | −2 |
| Q3 2024 | 13 | +2 | 11.21M | $725.27M | +3 | −1 |
| Q2 2024 | 11 | — | 9.04M | $759.19M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 3.39M | +0.7% | $218.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.39M | +0.7% | $218.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 2.51M | +1153.6% | $162.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 2.51M | +1153.6% | $162.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 1.68M | +54.1% | $108.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Harris Associates (Oakmark) ✦ | 1.35M | Nuevo | $87.10M | 0.1% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 972.81K | -50.8% | $62.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 972.81K | -50.8% | $62.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 573.74K | +1077.4% | $37.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 288.26K | +11.8% | $18.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 135.40K | -2.2% | $8.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 130.59K | Nuevo | $8.45M | 0.0% | New | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 106.56K | Nuevo | $6.90M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 50.14K | +34.4% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 50.14K | +34.4% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 17.82K | -20.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wellington Management ✦ | 17.82K | -20.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 11.66K | -8.7% | $754,674 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Harris Associates (Oakmark) | $87.10M | 0.1% |
| Two Sigma Investments | $8.45M | 0.0% |
| D. E. Shaw & Co. | $6.90M | 0.0% |
Posición cerrada
| Marshall Wace | $158.79M | era 0.2% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 557 tenedores, 121.44M acciones, $4.64B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.