13D Filings
Lamb Weston Holdings, Inc.
LW
Amendment
Ownership

1.50%

Total Shares

2,134,080

Issuer CIK

1679273

CUSIP

513272104

Event Date

Jun 2, 2025

Accepted

Jun 5, 2025, 04:30 PM

Reporting Persons (5)
Joint Filing

This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.

NameType% of ClassAggregateSole VotingShared Voting
CONTINENTAL GRAIN CO
CO
1.50%2,134,0802,134,0800
FRIBOURG PAUL J
Individual
1.50%2,134,0802,134,0800
GENDASON ARI DAVID
Individual
0.00%2,3402,3400
ZIMMERMAN MICHAEL J
Individual
0.00%5,0005,0000
FRIBOURG CHARLES
Individual
0.00%9,3009,3000
Disclosure Items (4)

Security Title

Common Stock, $1.00 par value

Issuer Name

Lamb Weston Holdings, Inc.

Issuer Address

599 S. Rivershore Lane, Eagle, ID, 83616

Item 4 is hereby amended and supplemented by the addition of the following: On June 3, 2025, JANA issued a public letter to the Issuer's Board of Directors (the "June 3, 2025 Letter"), which is attached hereto as Exhibit 99.5 and incorporated by reference herein.

Item 6 is hereby amended and supplemented as follows: The Reporting Persons may be deemed to constitute a group for purposes of Rule 13d-3 under the Exchange Act, collectively with (i) JANA, (ii) Bradley Alford, (iii) Jeffery DeLapp, (iv) Diane Dietz (whose legal name is Diane Dietz Suciu), (v) John Gainor, (vi) Ruth Kimmelshue, (vii) James Lillie, (viii) Timothy McLevish and (ix) Joseph Scalzo ((ii) through (ix) being collectively referred to as the "Jana Individuals"). JANA and the Jana Individuals are separately filing on Schedule 13D with respect to their beneficial ownership of Shares. Based on information and belief, JANA and the Jana Individuals may be deemed to beneficially own an aggregate of 7,725,483 Shares. Accordingly, in the aggregate, the Reporting Persons, JANA and the Jana Individuals may be deemed to beneficially own an aggregate of 9,876,203 Shares, representing approximately 7.0% of Shares outstanding. Each of the Reporting Persons expressly disclaims beneficial ownership of the Shares beneficially owned by the other Reporting Persons, JANA and the Jana Individuals. The Reporting Persons and JANA may act together with respect to the voting of the securities held by such entities.

Item 7 is hereby amended and supplemented by the addition of the following: Exhibit 99.5: June 3, 2025 Letter