JANA Partners Files SC 13D for Lamb Weston Holdings

TL;DR

**JANA Partners just filed a 13D on Lamb Weston (LW). Big player alert.**

AI Summary

JANA Partners Management, LP, on October 11, 2024, filed a Schedule 13D regarding Lamb Weston Holdings, Inc. The filing indicates a change in beneficial ownership of the company's common stock. JANA Partners Management, LP is a significant investment firm based in New York.

Why It Matters

This filing signals a potential shift in the ownership structure or strategic direction of Lamb Weston Holdings, Inc., which could impact its stock price and future operations.

Risk Assessment

Risk Level: medium — Schedule 13D filings often precede significant corporate actions or changes in control, which can introduce volatility.

Key Players & Entities

• JANA Partners Management, LP (company) — Filer of the Schedule 13D
• Lamb Weston Holdings, Inc. (company) — Subject company of the Schedule 13D
• Eleazer Klein, Esq. (person) — Authorized to receive notices
• Adriana Schwartz, Esq. (person) — Authorized to receive notices

FAQ

From the Filing

0000902664-24-005888.txt : 20241018 0000902664-24-005888.hdr.sgml : 20241018 20241018092037 ACCESSION NUMBER: 0000902664-24-005888 CONFORMED SUBMISSION TYPE: SC 13D PUBLIC DOCUMENT COUNT: 3 FILED AS OF DATE: 20241018 DATE AS OF CHANGE: 20241018 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Lamb Weston Holdings, Inc. CENTRAL INDEX KEY: 0001679273 STANDARD INDUSTRIAL CLASSIFICATION: CANNED, FROZEN & PRESERVED FRUIT, VEG & FOOD SPECIALTIES [2030] ORGANIZATION NAME: 04 Manufacturing IRS NUMBER: 611797411 FISCAL YEAR END: 0525 FILING VALUES: FORM TYPE: SC 13D SEC ACT: 1934 Act SEC FILE NUMBER: 005-89775 FILM NUMBER: 241379020 BUSINESS ADDRESS: STREET 1: 599 S. RIVERSHORE LANE CITY: EAGLE STATE: ID ZIP: 83616 BUSINESS PHONE: 208.938.1047 MAIL ADDRESS: STREET 1: 599 S. RIVERSHORE LANE CITY: EAGLE STATE: ID ZIP: 83616 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: JANA Partners Management, LP CENTRAL INDEX KEY: 0001998597 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: SC 13D BUSINESS ADDRESS: STREET 1: 767 5TH AVENUE STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 212-455-0900 MAIL ADDRESS: STREET 1: 767 5TH AVENUE STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 SC 13D 1 p24-2992sc13d.htm LAMB WESTON HOLDINGS, INC. SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________ SCHEDULE 13D INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No.) Lamb Weston Holdings, Inc. (Name of Issuer) Common Stock, par value $1.00 per share (Title of Class of Securities) 513272104 (CUSIP Number) Eleazer Klein, Esq. Adriana Schwartz, Esq. 919 Third Avenue New York, New York 10022 (212) 756-2000 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) October 11, 2024 (Date of Event which Requires Filing of this Schedule) If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box. [ ] NOTE: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent. (Continued on following pages) (Page 1 of 14 Pages) ___________________ The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (the “Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 513272104 SCHEDULE 13D Page 2 of 14 Pages 1 NAME OF REPORTING PERSON JANA PARTNERS MANAGEMENT, LP 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) x (b) ¨ 3 SEC USE ONLY 4 SOURCE OF FUNDS AF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDING IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) ¨ 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 7 SOLE VOTING POWER 7,131,339 Shares (including options to purchase 3,230,400 Shares) 8 SHARED VOTING POWER 0 9 SOLE DISPOSITIVE POWER 7,131,339 Shares (including options to purchase 3,230,400 Shares) 10 SHARED DISPOSITIVE POWER 0 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH PERSON 7,131,339 Shares (including options to purchase 3,230,400 Shares) 12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ¨ 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) (see Item 5) 5.0% 14 TYPE OF REPORTING PERSON IA, PN CUSIP No. 513272104 SCHEDULE 13D Page 3 of 14 Pages 1 NAME OF REPORTING PERSON BRADLEY ALFORD 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) x (b) ¨ 3 SEC USE ONLY 4 SOURCE OF FUNDS P