Form 13-F position report

LAMB WESTON HLDGS INC COM STK

Reported by Bayesian Capital Management LP

LW CUSIP 513272104 Manager CIK 0001632551

Reported 0 shares, down 72,500 (100.0%) from the prior quarter.

Reported value -100.0%; share count -100.0% vs. the prior quarter.

Reduced
% of reported 13F value 0 This manager · Q2 2025
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 5 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 1148000
2021-12-31 2402000
2022-03-31 0
2022-09-30 2742000
2022-12-31 0
2023-09-30 1280386
2023-12-31 0
2024-06-30 210200
2024-09-30 6933654
2024-12-31 0
2025-03-31 3864250
2025-06-30 0
2026-03-31 1305834
2026-06-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

14 quarters
Quarterly reported position history for LAMB WESTON HLDGS INC COM STK held by Bayesian Capital Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 0 -30,900 (-100.0%) 0 $0 2026-08-14
Q1 2026 New 30,900 +30,900 (0.0%) 1.59% $1,305,834 2026-05-15
Q2 2025 Reduced 0 -72,500 (-100.0%) 0 $0 2025-08-14
Q1 2025 New 72,500 +72,500 (0.0%) 0.64% $3,864,250 2025-05-15
Q4 2024 Reduced 0 -107,100 (-100.0%) 0 $0 2025-02-14
Q3 2024 Added 107,100 +104,600 (4184.0%) 0.81% $6,933,654 2024-11-14
Q2 2024 New 2,500 +2,500 (0.0%) 0.02% $210,200 2024-08-14
Q4 2023 Reduced 0 -13,848 (-100.0%) 0 $0 2024-02-14
Q3 2023 New 13,848 +13,848 (0.0%) 0.15% $1,280,386 2023-11-14
Q4 2022 Reduced 0 -35,434 (-100.0%) 0 $0 2023-02-14
Q3 2022 New 35,434 +35,434 (0.0%) 0.56% $2,742,000 2022-11-14
Q1 2022 Reduced 0 -37,900 (-100.0%) 0 $0 2022-05-16
Q4 2021 Added 37,900 +19,200 (102.7%) 0.76% $2,402,000 2022-02-14
Q3 2021 Added 18,700 +15,600 (503.2%) 0.33% $1,148,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

716 managers reported LAMB WESTON HLDGS INC COM STK for Q2 2025.

Managers reporting LAMB WESTON HLDGS INC COM STK in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 16,997,436 -75,496 0.01% $881,317,057 35 qtrs
BlackRock Inc Reduced 14,143,131 -373,082 0.01% $733,321,347 4 qtrs
JANA Partners Management LP Reduced 7,232,219 -753,207 18.83% $374,990,555 4 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 6,804,146 +2,303,643 0.04% $352,796,000 35 qtrs
FMR LLC Reduced 5,919,815 -1,850,213 0.02% $306,942,415 35 qtrs
STATE STREET CORPORATION Added 5,801,585 +63,865 0.01% $300,812,182 35 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 3,517,653 +2,271 0.01% $182,028,674 35 qtrs
Clarkston Capital Partners LLC Reduced 3,406,959 -314,600 3.75% $176,650,849 14 qtrs
Invesco Ltd Reduced 3,207,048 -848,854 0.03% $166,285,456 35 qtrs
Boston Partners Reduced 2,672,956 -696,469 0.15% $138,601,702 8 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.