LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Input di momentum (manager comparabili):
ampiezza dei detentori +10.5% ·
flusso azionario +3.3% ·
nuove posizioni nette +9.5%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passivo) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passivo) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passivo) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passivo) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passivo) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 6.80M | +51.2% | $352.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 6.80M | +51.2% | $352.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (passivo) | 5.80M | +1.1% | $300.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passivo) | 3.52M | +0.1% | $182.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passivo) | 3.52M | +0.1% | $182.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Norges Bank ✦ (passivo) | 2.30M | +113.1% | $119.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Arrowstreet Capital ✦ | 704.24K | +989.8% | $36.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 357.80K | -53.8% | $18.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Adage Capital Partners ✦ | 319.74K | +22.6% | $16.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Millennium Management ✦ | 205.95K | -8.3% | $10.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 66.23K | -94.6% | $3.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 66.23K | -94.6% | $3.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Wellington Management ✦ | 63.90K | Nuovo | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 53 | Wellington Management ✦ | 63.90K | Nuovo | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 54 | Wellington Management ✦ | 63.90K | Nuovo | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 53.28K | +425.7% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | GAMCO Investors ✦ | 18.12K | +70.7% | $939,315 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Point72 Asset Management ✦ | 15.00K | -92.0% | $777,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bridgewater Associates ✦ | 7.78K | -24.4% | $403,237 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Tweedy, Browne ✦ | 6.91K | Nuovo | $358,128 | 0.0% | New | 1 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 5.87K | Nuovo | $304,256 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Wellington Management | $3.31M | 0.0% |
| Wellington Management | $3.31M | 0.0% |
| Wellington Management | $3.31M | 0.0% |
| Tweedy, Browne | $358,128 | 0.0% |
| D. E. Shaw & Co. | $304,256 | 0.0% |
Uscito
| Harris Associates (Oakmark) | $967,022 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 557 detentori, 121.44M azioni, $4.64B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.