LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares -8.7% ·
flujo de acciones +5.6% ·
nuevas posiciones netas -14.3%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 76.99K | $3.41M | n/a | −1 |
| 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 | 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 | The Vanguard Group ✦ (pasivo) | 16.64M | -2.1% | $966.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×19 |
| 3 | T. Rowe Price ✦ | 7.71M | +13.3% | $447.96M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (pasivo) | 5.80M | 0.0% | $336.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 3.51M | -0.3% | $203.31M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 2.63M | -55.6% | $152.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Millennium Management ✦ | 2.59M | +1157.9% | $150.46M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.08M | n/a | $120.58M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 9 | Point72 Asset Management ✦ | 1.82M | +12018.8% | $105.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.75M | +2547.8% | $101.85M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 952.13K | n/a | $55.30M | 0.0% | n/c | 1 | SEC ↗ ×28 |
| 12 | Arrowstreet Capital ✦ | 797.35K | +13.2% | $46.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 586.48K | +63.9% | $34.06M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 528.16K | n/a | $30.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Marshall Wace ✦ | 377.81K | -19.4% | $21.94M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 16 | AQR Capital Management ✦ | 251.17K | +150.6% | $14.59M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 17 | Bridgewater Associates ✦ | 200.19K | +2474.1% | $11.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 156.53K | +193.8% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 126.90K | -60.3% | $7.37M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 17.96K | -0.9% | $1.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Tweedy, Browne ✦ | 14.19K | +105.4% | $824,097 | 0.1% | ▲ Add | 2 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $119.41M | era 0.0% |
| Wellington Management | $3.31M | era 0.0% |
| D. E. Shaw & Co. | $304,256 | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.