LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares +23.1% ·
flujo de acciones +4.2% ·
nuevas posiciones netas +18.8%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 76.99K | $3.41M | n/a | −1 |
| Q2 2026 | 119 | -7 | 95.31M | $4.12B | +3 | −11 |
| Q1 2026 | 130 | -17 | 93.28M | $3.93B | +6 | −24 |
| Q4 2025 | 148 | +2 | 100.61M | $4.21B | +3 | n/a |
| Q3 2025 | 21 | -2 | 62.47M | $3.63B | n/a | −3 |
| Q2 2025 | 21 | +2 | 57.88M | $3.00B | +3 | −1 |
| Q1 2025 | 16 | +3 | 18.95M | $1.01B | +3 | n/a |
| Q4 2024 | 13 | -1 | 18.19M | $1.22B | +1 | −2 |
| Q3 2024 | 13 | +2 | 11.21M | $725.27M | +3 | −1 |
| Q2 2024 | 11 | n/a | 9.04M | $759.19M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 5.74M | -7.6% | $305.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 4.50M | +49.2% | $239.88M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (pasivo) | 3.52M | +2.3% | $187.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Marshall Wace ✦ | 1.28M | +2617.2% | $68.14M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Citadel Advisors ✦ | 1.22M | -38.6% | $64.96M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 1.08M | -25.3% | $57.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 773.90K | +1652.7% | $41.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 260.74K | +95.8% | $13.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 224.69K | -86.2% | $11.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 187.45K | Nuevo | $9.99M | 0.0% | New | 1 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 64.62K | Nuevo | $3.44M | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 55.72K | -4.6% | $2.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 13 | Harris Associates (Oakmark) ✦ | 18.14K | -80.7% | $967,022 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 10.61K | 0.0% | $565,673 | 0.0% | Held | 4 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 10.28K | -86.9% | $547,977 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 10.13K | Nuevo | $540,196 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $9.99M | 0.0% |
| Arrowstreet Capital | $3.44M | 0.0% |
| Gotham Asset Management | $540,196 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.