Starboard Value LP: LAMB WESTON HLDGS INC (LW): Quarterly 13F Position History
As of Q2 2026, Starboard Value LP reported 5,733,982 shares of LAMB WESTON HLDGS INC (LW), worth $247.6M and representing 5.5% of its 13F equity book. Quarter-over-quarter share count change: 381,000 (-6.2%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 5,733,982Shares Held (Latest Filing)
- $247.6MReported Market Value (Latest Filing)
- 5.5%Portfolio Weight (% of 13F Equity Book)
- 381,000Quarter-over-Quarter Share Change
- -$10.8MQuarter-over-Quarter Value Change
- 6,114,982Peak Reported Shares (Historical)
Recent initiation: Starboard Value LP first reported LW on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,733,982 | 381,000 | -6.2% | $247.6M | 5.5% | $43.2 |
| Q1 2026 | 6,114,982 | – | – | $258.4M | 5.7% | $42.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Starboard Value LP first disclose a LW position in 13F-HR filings?
Starboard Value LP first reported LAMB WESTON HLDGS INC (LW) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in LW?
Between Q1 2026 and Q2 2026, Starboard Value LP reduced its LW position by 381,000 shares (-6.2%), leaving 5,733,982 shares at a market value of $247.6M.
Does the implied price-per-share represent Starboard Value LP's cost basis in LW?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.