LW
Lamb Weston Holdings, Inc.
-0.90 (-1.88%)46.64USD403K成交股數6.4B市值22.4本益比(近四季)1.0股價營收比+2.9%營收年增(近四季)2026-10-06下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 17.0M · 0.00 |
| 近 180 天 淨額 | 17.0M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | 08-05 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | F 繳稅扣股 | 1.5K | 53.18 | 80K | 44.9K | SEC |
| 2026-08-04 | 08-05 | Jones Gregory W | VP AND CONTROLLER | F 繳稅扣股 | 619 | 53.18 | 33K | 11.9K | SEC |
| 2026-08-04 | 08-05 | Smith Michael Jared | President and CEO | F 繳稅扣股 | 9.4K | 53.18 | 502K | 178K | SEC |
| 2026-08-04 | 08-05 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | F 繳稅扣股 | 3.8K | 53.18 | 203K | 32.2K | SEC |
| 2026-08-04 | 08-05 | Wilks Sylvia | Chief Supply Chain Officer | F 繳稅扣股 | 2.2K | 53.18 | 118K | 42.4K | SEC |
| 2026-08-04 | 08-05 | Crowley Michael Christopher | President, North America | F 繳稅扣股 | 1.8K | 53.18 | 96K | 32.3K | SEC |
| 2026-08-04 | 08-05 | Schroeder Marc | PRESIDENT, INTERNATIONAL | F 繳稅扣股 | 3.5K | 53.18 | 186K | 44.1K | SEC |
| 2026-07-28 | 07-30 | Philip Amit | Chief Strategy/Tech Officer | A 獲配股票 | 8.8K | – | – | 38.7K | SEC |
| 2026-07-28 | 07-30 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | A 獲配股票 | 8.8K | – | – | 36.0K | SEC |
| 2026-07-28 | 07-30 | Wilks Sylvia | Chief Supply Chain Officer | A 獲配股票 | 9.0K | – | – | 44.6K | SEC |
| 2026-07-28 | 07-30 | Craps Jan Eli B | Executive Chair | A 獲配股票 | 68.7K | – | – | 689K | SEC |
| 2026-07-28 | 07-30 | Schroeder Marc | PRESIDENT, INTERNATIONAL | A 獲配股票 | 8.4K | – | – | 47.6K | SEC |
| 2026-07-28 | 07-30 | Crowley Michael Christopher | President, North America | A 獲配股票 | 8.4K | – | – | 34.1K | SEC |
| 2026-07-28 | 07-30 | Smith Michael Jared | President and CEO | A 獲配股票 | 45.8K | – | – | 188K | SEC |
| 2026-07-28 | 07-30 | Jones Gregory W | VP AND CONTROLLER | A 獲配股票 | 2.7K | – | – | 12.5K | SEC |
| 2026-07-28 | 07-30 | Gray James D | Chief Financial Officer | A 獲配股票 | 16.1K | – | – | 101K | SEC |
| 2026-07-28 | 07-30 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | A 獲配股票 | 7.0K | – | – | 46.4K | SEC |
| 2026-07-14 | 07-16 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | F 繳稅扣股 | 2.3K | 46.50 | 107K | 27.2K | SEC |
| 2026-07-14 | 07-16 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | F 繳稅扣股 | 468 | 46.50 | 22K | 39.4K | SEC |
| 2026-07-14 | 07-16 | Jones Gregory W | VP AND CONTROLLER | A 獲配股票 | 209 | – | – | 9.8K | SEC |
| 2026-07-14 | 07-16 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | A 獲配股票 | 1.6K | – | – | 39.9K | SEC |
| 2026-07-14 | 07-16 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | A 獲配股票 | 2.4K | – | – | 29.5K | SEC |
| 2026-07-14 | 07-16 | Smith Michael Jared | President and CEO | F 繳稅扣股 | 2.2K | 46.50 | 104K | 142K | SEC |
| 2026-07-14 | 07-16 | Schroeder Marc | PRESIDENT, INTERNATIONAL | F 繳稅扣股 | 1.4K | 46.50 | 63K | 39.2K | SEC |
| 2026-07-14 | 07-16 | Smith Michael Jared | President and CEO | A 獲配股票 | 3.9K | – | – | 144K | SEC |
| 2026-07-14 | 07-16 | Schroeder Marc | PRESIDENT, INTERNATIONAL | A 獲配股票 | 2.4K | – | – | 40.5K | SEC |
| 2026-07-14 | 07-16 | Crowley Michael Christopher | President, North America | A 獲配股票 | 378 | – | – | 25.8K | SEC |
| 2026-07-14 | 07-16 | Crowley Michael Christopher | President, North America | F 繳稅扣股 | 113 | 46.50 | 5K | 25.6K | SEC |
| 2026-07-14 | 07-16 | Jones Gregory W | VP AND CONTROLLER | F 繳稅扣股 | 61 | 46.50 | 3K | 9.7K | SEC |
| 2026-05-11 | 05-11 | Gray James D | Chief Financial Officer | P 公開市場買進 | 5.0K | 40.95 | 205K | 64.7K | SEC |
| 2026-05-11 | 05-11 | Gray James D | Chief Financial Officer | A 獲配股票 | 15.1K | – | – | 84.8K | SEC |
| 2026-05-11 | 05-11 | Gray James D | Chief Financial Officer | P 公開市場買進 | 5.0K | 40.90 | 205K | 69.7K | SEC |
| 2026-05-08 | 05-12 | Philip Amit | Chief Strategy Officer | A 獲配股票 | 29.6K | – | – | 29.6K | SEC |
| 2026-04-27 | 04-28 | Gray James D | Chief Financial Officer | P 公開市場買進 | 4.6K | 43.85 | 200K | 59.7K | SEC |
| 2026-04-15 | 04-15 | JANA Partners Management, LP | Director,Other | P 公開市場買進 | 50.0K | 43.19 | 2.2M | 5.4M | SEC |
| 2026-04-13 | 04-15 | JANA Partners Management, LP | Director,Other | P 公開市場買進 | 100K | 42.12 | 4.2M | 5.3M | SEC |
| 2026-04-11 | 04-13 | Schroeder Marc | PRESIDENT, INTERNATIONAL | F 繳稅扣股 | 6.1K | 42.19 | 257K | 37.9K | SEC |
| 2026-04-10 | 04-13 | Gray James D | Chief Financial Officer | A 獲配股票 | 55.0K | – | – | 55.2K | SEC |
| 2026-04-08 | 04-09 | JANA Partners Management, LP | Director,Other | P 公開市場買進 | 100K | 41.41 | 4.1M | 5.2M | SEC |
| 2026-04-07 | 04-09 | JANA Partners Management, LP | Director,Other | P 公開市場買進 | 136K | 40.89 | 5.6M | 5.1M | SEC |
| 2026-04-07 | 04-08 | Prestage Norman | Director | P 公開市場買進 | 2.5K | 41.40 | 104K | 9.5K | SEC |
| 2026-04-06 | 04-07 | Bensen Peter J | Director | P 公開市場買進 | 5.0K | 39.45 | 197K | 17.2K | SEC |
| 2026-02-06 | 02-06 | Crowley Michael Christopher | President, North America | A 獲配股票 | 13.7K | – | – | 25.1K | SEC |
| 2026-02-06 | 02-06 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | A 獲配股票 | 11.7K | – | – | 26.8K | SEC |
| 2026-02-06 | 02-06 | Heselton Benjamin | Chief Information Officer | A 獲配股票 | 8.2K | – | – | 13.8K | SEC |
| 2026-02-06 | 02-06 | Craps Jan Eli B | Executive Chair | A 獲配股票 | 318K | – | – | 618K | SEC |
| 2026-02-06 | 02-06 | Craps Jan Eli B | Executive Chair | P 公開市場買進 | 50.0K | 48.65 | 2.4M | 300K | SEC |
| 2026-02-06 | 02-06 | Wilks Sylvia | Chief Supply Chain Officer | A 獲配股票 | 13.7K | – | – | 35.2K | SEC |
| 2026-02-06 | 02-06 | Schroeder Marc | PRESIDENT, INTERNATIONAL | A 獲配股票 | 13.7K | – | – | 43.7K | SEC |
| 2026-02-06 | 02-06 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | A 獲配股票 | 13.7K | – | – | 38.0K | SEC |
| 2026-02-06 | 02-06 | Smith Michael Jared | President and CEO | A 獲配股票 | 29.3K | – | – | 139K | SEC |
| 2025-10-02 | 10-03 | Jones Gregory W | VP AND CONTROLLER | S 公開市場賣出 | 1.6K | 62.48 | 100K | 9.5K | SEC |
| 2025-10-02 | 10-03 | Coviello Robert | Director | A 獲配股票 | 4.3K | – | – | 18.0K | SEC |
| 2025-10-02 | 10-03 | Kimmelshue Ruth | Director | A 獲配股票 | 4.3K | – | – | 5.5K | SEC |
| 2025-10-02 | 10-03 | Maass Paul T | Director | A 獲配股票 | 4.3K | – | – | 5.5K | SEC |
| 2025-10-02 | 10-03 | Alford Bradley A | Director | A 獲配股票 | 5.6K | – | – | 7.0K | SEC |
| 2025-10-02 | 10-03 | Bensen Peter J | Director | A 獲配股票 | 4.3K | – | – | 20.1K | SEC |
| 2025-10-02 | 10-03 | Kurzius Lawrence Erik | Director | A 獲配股票 | 4.3K | – | – | 5.5K | SEC |
| 2025-10-02 | 10-03 | Hawaux Andre J | Director | A 獲配股票 | 4.3K | – | – | 44.5K | SEC |
| 2025-10-02 | 10-03 | MCLEVISH TIMOTHY R | Director | A 獲配股票 | 4.3K | – | – | 56.0K | SEC |
| 2025-10-02 | 10-03 | Moddelmog Hala G | Director | A 獲配股票 | 4.3K | – | – | 23.6K | SEC |
| 2025-10-02 | 10-03 | Prestage Norman | Director | A 獲配股票 | 4.3K | – | – | 6.9K | SEC |
| 2025-10-02 | 10-03 | JANA Partners Management, LP | Director,Other | A 獲配股票 | 4.3K | – | – | 5.0M | SEC |
| 2025-08-19 | 08-20 | Wilks Sylvia | Chief Supply Chain Officer | F 繳稅扣股 | 1.4K | 55.10 | 76K | 21.3K | SEC |
| 2025-08-05 | 08-07 | Jones Gregory W | VP AND CONTROLLER | F 繳稅扣股 | 356 | 53.16 | 19K | 11.0K | SEC |
| 2025-08-05 | 08-07 | Crowley Michael Christopher | President, North America | F 繳稅扣股 | 459 | 53.16 | 24K | 11.3K | SEC |
| 2025-08-05 | 08-07 | MADARIETA BERNADETTE M | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 1.3K | 53.16 | 71K | 38.0K | SEC |
| 2025-08-05 | 08-07 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | F 繳稅扣股 | 1.3K | 53.16 | 67K | 24.1K | SEC |
| 2025-08-05 | 08-07 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | F 繳稅扣股 | 1.9K | 53.16 | 99K | 21.5K | SEC |
| 2025-08-05 | 08-07 | Schroeder Marc | PRESIDENT, INTERNATIONAL | F 繳稅扣股 | 2.1K | 53.16 | 113K | 29.7K | SEC |
| 2025-08-05 | 08-07 | Smith Michael Jared | President and CEO | F 繳稅扣股 | 2.2K | 53.16 | 118K | 109K | SEC |
| 2025-07-29 | 07-30 | MADARIETA BERNADETTE M | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 607 | 59.46 | 36K | 39.3K | SEC |
| 2025-07-29 | 07-30 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | F 繳稅扣股 | 482 | 59.46 | 29K | 25.4K | SEC |
| 2025-07-29 | 07-30 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | F 繳稅扣股 | 721 | 59.46 | 43K | 23.4K | SEC |
| 2025-07-29 | 07-30 | Smith Michael Jared | President and CEO | F 繳稅扣股 | 718 | 59.46 | 43K | 112K | SEC |
| 2025-07-29 | 07-30 | Crowley Michael Christopher | President, North America | F 繳稅扣股 | 201 | 59.46 | 12K | 11.8K | SEC |
| 2025-07-29 | 07-30 | Jones Gregory W | VP AND CONTROLLER | F 繳稅扣股 | 121 | 59.46 | 7K | 11.4K | SEC |
| 2025-07-25 | 07-29 | JANA Partners Management, LP | Director,Other | A 獲配股票 | 1.1K | – | – | 5.0M | SEC |
| 2025-07-25 | 07-28 | Kimmelshue Ruth | Director | A 獲配股票 | 1.1K | – | – | 1.1K | SEC |
| 2025-07-25 | 07-28 | Alford Bradley A | Director | A 獲配股票 | 1.4K | – | – | 1.4K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 16.9M | 730M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.0M | 347M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 7.1M | 314M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.0M | 259M | 新進 | 新進 |
| Starboard Value LP | 5.7M | 248M | 新進 | 新進 |
| JANA Partners Management, LP | 5.4M | 233M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 4.9M | 213M | 新進 | 新進 |
| STATE STREET CORP | 4.9M | 210M | 新進 | 新進 |
| FMR LLC | 3.8M | 165M | 新進 | 新進 |
| CONTINENTAL GRAIN CO | 3.6M | 154M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 3.3M | 144M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 2.5M | 106M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3M | 101M | 新進 | 新進 |
| Brookfield Corp /ON/ | 2.2M | 96.1M | 新進 | 新進 |
| Douglas Lane & Associates, LLC | 1.7M | 72.6M | 新進 | 新進 |
| MORGAN STANLEY | 1.6M | 67.5M | 新進 | 新進 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.5M | 65.5M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.5M | 65.3M | 新進 | 新進 |
| JUPITER ASSET MANAGEMENT LTD | 1.2M | 53.7M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | 53.1M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 1.2M | 52.4M | 新進 | 新進 |
| Bank of New York Mellon Corp | 1.2M | 51.5M | 新進 | 新進 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 1.1M | 46.5M | 新進 | 新進 |
| NORTHERN TRUST CORP | 999K | 43.1M | 新進 | 新進 |
| BRANDES INVESTMENT PARTNERS, LP | 963K | 41.6M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 557 -10 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 557 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 130M · 94.8% |
| 合計季末市值 | 5.2B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 6.3M |
|---|---|
| 與上期比 | +7.2% |
| 佔流通股數 | 4.58% |
| 日均成交量 | 1.3M |
| 回補天數 | 4.8 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 6.3M | +7.2% | 4.58% | 1.3M | 4.8 |
| 2026-08-14 | 5.9M | -9.9% | 4.27% | 1.2M | 4.7 |
| 2026-07-31 | 6.5M | -4.2% | 4.74% | 2.5M | 2.6 |
| 2026-07-15 | 6.8M | -4.7% | 4.95% | 1.4M | 4.9 |
| 2026-06-30 | 7.1M | -2.1% | 5.19% | 1.7M | 4.3 |
| 2026-06-15 | 7.3M | +3.6% | 5.30% | 1.2M | 6.1 |
| 2026-05-29 | 7.0M | +3.9% | 5.12% | 1.7M | 4.2 |
| 2026-05-15 | 6.8M | -5.6% | 4.92% | 1.6M | 4.3 |
| 2026-04-30 | 7.2M | +2.7% | 5.22% | 1.5M | 4.7 |
| 2026-04-15 | 7.0M | +0.5% | 5.08% | 3.0M | 2.3 |
| 2026-03-31 | 6.9M | -6.1% | 5.05% | 5.6M | 1.2 |
| 2026-03-13 | 7.4M | +6.7% | 5.38% | 2.9M | 2.5 |
| 2026-02-27 | 6.9M | -0.5% | 5.05% | 1.6M | 4.4 |
| 2026-02-13 | 7.0M | -3.1% | 5.07% | 2.6M | 2.7 |
| 2026-01-30 | 7.2M | +14.3% | 5.23% | 3.0M | 2.4 |
| 2026-01-15 | 6.3M | +7.5% | 4.58% | 2.9M | 2.1 |
| 2025-12-31 | 5.9M | +38.2% | 4.26% | 5.1M | 1.1 |
| 2025-12-15 | 4.2M | +9.5% | 3.08% | 1.1M | 3.7 |
| 2025-11-28 | 3.9M | +4.6% | 2.81% | 1.2M | 3.1 |
| 2025-11-14 | 3.7M | -1.9% | 2.69% | 1.8M | 2.1 |
| 2025-10-31 | 3.8M | -6.5% | 2.74% | 1.8M | 2.1 |
| 2025-10-15 | 4.0M | -14.1% | 2.93% | 2.3M | 1.8 |
| 2025-09-30 | 4.7M | +2.7% | 3.41% | 2.3M | 2.1 |
| 2025-09-15 | 4.6M | -6.3% | 3.32% | 1.4M | 3.3 |
| 2025-08-29 | 4.9M | -8.7% | 3.55% | 1.2M | 4.2 |
| 2025-08-15 | 5.3M | +0.3% | 3.89% | 1.6M | 3.3 |