JANA Partners Management, LP 4
4 · Lamb Weston Holdings, Inc. · Filed Apr 15, 2026
Research Summary
AI-generated summary of this filing
Lamb Weston (LW) JANA Partners Buys 150,000 Shares
What Happened
JANA Partners Management, LP — a private money management firm that the filing notes may be deemed a director by deputization — made two open‑market purchases of Lamb Weston (LW) common stock. On 2026‑04‑13 JANA acquired 100,000 shares at $42.12 each ($4,212,000) and on 2026‑04‑15 it acquired 50,000 shares at $43.19 each ($2,159,500), for a total of 150,000 shares purchased for approximately $6,371,500. These were purchases (Code P), which are typically viewed as a bullish signal rather than sales.
Key Details
- Transaction dates and prices:
- 2026‑04‑13: 100,000 shares at $42.12 ($4,212,000)
- 2026‑04‑15: 50,000 shares at $43.19 ($2,159,500)
- Total value: ~$6.37 million for 150,000 shares.
- Transaction type: P = Purchase (open market or private purchase).
- Shares owned after the transactions: not specified in the provided filing excerpt.
- Footnote: JANA Partners Management, LP beneficially owns these securities through managed accounts; JANA Partners Management GP, LLC is the GP and Barry Rosenstein is founder; they disclaim beneficial ownership except to the extent of any pecuniary interest (see F1).
- Remark: The filing states JANA "may be deemed to be a director by deputization" because Scott Ostfeld, a Managing Partner and Portfolio Manager of JANA, currently serves on Lamb Weston's board.
- Filing timeliness: Report filed 2026‑04‑15 covering trades on 4/13 and 4/15; appears to have been filed within the required Form 4 timing.
Context
This is institutional buying by an activist/asset‑management firm rather than an individual executive. Purchases by investors like JANA can signal confidence or an increase in stake, but the filing itself does not state motivation. The deputization remark indicates the filer is treated as a director for Section 16 purposes due to a JANA partner serving on the board.
Insider Transaction Report
- Purchase
Common Stock, par value $1.00 per share ("Common Stock")
[F1]2026-04-13$42.12/sh+100,000$4,212,000→ 5,348,980 total(indirect: See footnote) - Purchase
Common Stock
[F1]2026-04-15$43.19/sh+50,000$2,159,500→ 5,398,980 total(indirect: See footnote)
Footnotes (1)
- [F1]JANA Partners Management, LP ("JANA" or the "Reporting Person") is a private money management firm which beneficially owns the securities reported herein through various accounts under its management and control. JANA Partners Management GP, LLC (the "GP") is the general partner of JANA. Barry Rosenstein is the Founder of the GP and JANA. Barry Rosenstein, JANA, and the GP disclaim any beneficial ownership of any of the Issuer's securities reported herein except to the extent of their pecuniary interest therein, if any.