LWLAMB WESTON HOLDINGS INC

CUSIP: 513272104

Guru Owners

$1.0M

Total Value Held

24,859

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tweedy Browne	Tweedy Browne Company	16565	$694K	0.06%	$41.89	Q4 2025
Ray Dalio	Bridgewater Associates	8294	$347K	0.00%	$41.89	Q4 2025

Tweedy Browne

$694K

0.06%

Ray Dalio

$347K

0.00%

📊 Fundamentals

Market Cap$6.4B

P/E Ratio16.7x

Near market avg

Forward P/E15.3x

P/FCF10.4x

EPS (TTM)$2.76

Revenue (TTM)$6.5B

Profit Margin6.06%

Div Yield3.30%

Beta0.43

52-Week Range

$39.79

$67.07

Current: $46.03

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.7x trailing earnings → 15.3x forward · 6.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $1.0M

INCREASEDTweedy Browne$694K

INCREASEDRay Dalio$347K

Q3 '252 owners · $12.5M

REDUCEDRay Dalio$11.6M

REDUCEDTweedy Browne$824K

Q2 '252 owners · $761K

INCREASEDRay Dalio$403K

NEWTweedy Browne$358K

SOLDBill Nygren

Q1 '252 owners · $1.5M

NEWBill Nygren$967K

REDUCEDRay Dalio$548K

Q4 '241 owners · $5.2M

INCREASEDRay Dalio$5.2M

Q3 '241 owners · $18.7M

INCREASEDRay Dalio$18.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -1.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

9.5%current: 9.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LW: Held by 2 superinvestors · 4 congress member trades

SELLRo KhannaD

$1,001 - $15,0002025-01-17

SELLJulie JohnsonD

$1,001 - $15,0002025-01-15

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

SELLGary PetersD

$1,001 - $15,0002024-10-31