LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares +10.5% ·
flujo de acciones +3.3% ·
nuevas posiciones netas +9.5%
— 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 Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | The Vanguard Group ✦ (pasivo) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 3 | T. Rowe Price ✦ | 6.80M | +51.2% | $352.80M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 4 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | State Street Global Advisors ✦ (pasivo) | 5.80M | +1.1% | $300.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 3.52M | +0.1% | $182.03M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (pasivo) | 2.30M | +113.1% | $119.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 704.24K | +989.8% | $36.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Two Sigma Investments ✦ | 357.80K | -53.8% | $18.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 319.74K | +22.6% | $16.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Millennium Management ✦ | 205.95K | -8.3% | $10.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 14 | Citadel Advisors ✦ | 66.23K | -94.6% | $3.43M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Wellington Management ✦ | 63.90K | Nuevo | $3.31M | 0.0% | New | 1 | SEC ↗ ×3 |
| 16 | Gotham Asset Management ✦ | 53.28K | +425.7% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 18.12K | +70.7% | $939,315 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 15.00K | -92.0% | $777,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 7.78K | -24.4% | $403,237 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Tweedy, Browne ✦ | 6.91K | Nuevo | $358,128 | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 5.87K | Nuevo | $304,256 | 0.0% | New | 1 | 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
| Wellington Management | $3.31M | 0.0% |
| Tweedy, Browne | $358,128 | 0.0% |
| D. E. Shaw & Co. | $304,256 | 0.0% |
Posición cerrada
| Harris Associates (Oakmark) | $967,022 | era 0.0% |
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.