Should You Hold Lamb Weston Holdings (LW)?
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | JANA Partners Barry Rosenstein | 5,008,635 | $209,811,720 | 10.92% | |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,022,143 | $42,817,570 | +171% | 0.04% |
| 3. | 631,300 | $26,445,157 | +6546% | 0.01% | |
| 4. | Millennium Management Israel Englander | 580,481 | $24,316,349 | -78% | 0.01% |
| 5. | Quantinno Capital Hoon Kim | 492,769 | $20,642,112 | +940% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $48.65 | 50,000 | $2,432,330.00 | 300,000 | 2026-02-06 | Filing | |
| $60.94 | 3,000 | $182,818.80 | 26,406 | 2025-01-13 | Filing | |
| $63.25 | 1,200 | $75,900.84 | 22,982 | 2024-12-23 | Filing | |
| $63.27 | 5,000 | $316,349.50 | 181,250 | 2024-12-23 | Filing | |
| $55.43 | 10,000 | $554,291.00 | 173,377 | 2024-07-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.48 | 1,600 | $99,973.12 | 9,475 | 2025-10-02 | Filing | |
| $103.23 | 6,319 | $652,310.37 | 1,052 | 2023-08-02 | Filing | |
| $115.00 | 4,350 | $500,250.00 | 49,859 | 2023-05-19 | Filing | |
| $97.49 | 1,000 | $97,493.10 | 6,384 | 2023-01-12 | Filing | |
| $98.90 | 11,934 | $1,180,272.60 | 74,351 | 2023-01-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,679,203 | $698,691,814 | 0.01% | |
| 2. | 11,995,025 | $502,471,610 | 0.01% | |
| 3. | 7,182,556 | $300,877,275 | 0.02% | |
| 4. | 5,685,960 | $238,184,864 | 0.01% | |
| 5. | 3,528,402 | $147,536,351 | 0.01% |