LW (LAMB WESTON HOLDINGS INC) is held by 2 tracked superinvestors with an aggregate position value of $1M based on the most recent SEC 13F filings. Top institutional holders include: Tweedy Browne, Ray Dalio.

How much LW do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $1M in LW positions worth 33,615 shares.

What is the largest holder of LW?

The largest tracked holder of LW is Tweedy Browne (Tweedy Browne Company) with 25,960 shares worth $1M, representing 0.09% of their portfolio.

← Top Holdings

LWLAMB WESTON HOLDINGS INC

CUSIP: 513272104

Guru Owners

$1.4M

Total Value Held

33,615

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tweedy Browne	Tweedy Browne Company	25960	$1.1M	0.09%	$42.26	Q1 2026
Ray Dalio	Bridgewater Associates	7655	$324K	0.00%	$42.26	Q1 2026

Tweedy Browne

$1.1M

0.09%

Ray Dalio

$324K

0.00%

📊 Fundamentals

Market Cap$6.4B

P/E Ratio21.6x

Near market avg

Forward P/E15.5x

P/FCF10.8x

EPS (TTM)$2.15

Revenue (TTM)$6.5B

Profit Margin4.61%

Div Yield3.27%

Beta0.46

52-Week Range

$37.62

$67.07

Current: $46.51

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.6x trailing earnings → 15.5x forward · 4.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $1.4M

INCREASEDTweedy Browne$1.1M

REDUCEDRay Dalio$324K

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

💰 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. -2.2%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

9.2%current: 9.2%

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