# EDGAR Filing Document

**Accession Number:** 0001679273
**File Stem:** 0000902664-25-002858
**Filing Date:** 2025-7
**Character Count:** 9721
**Document Hash:** d30abe6859a4078bedf7e06873e07b64
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-25-002858.hdr.sgml**: 20250701

**ACCESSION NUMBER**: 0000902664-25-002858

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250701

**DATE AS OF CHANGE**: 20250701

**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
- **EIN:** 611797411
- **FISCAL YEAR END:** 0525

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-89775
- **FILM NUMBER:** 251098154

**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:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**BUSINESS ADDRESS:**
- **STREET 1:** 888 SEVENTH AVENUE
- **STREET 2:** 24TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10106
- **BUSINESS PHONE:** 212-455-0900

**MAIL ADDRESS:**
- **STREET 1:** 888 SEVENTH AVENUE
- **STREET 2:** 24TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10106

## Ex-99

**<u>SCHEDULE A</u>**

**Transactions in the Shares of the Issuer During the Past Sixty (60) Days**

The following tables set forth all transactions in the Shares effected during the past sixty (60) days by the Reporting Person. Except as noted below, all such transactions were effected in the open market through brokers and the price per share includes commissions. Where a price range is provided in the column Price Range ($), the price reported in that row's Price Per Share ($) column is a weighted average price. These Shares were purchased/sold in multiple transactions at prices between the price ranges indicated in the Price Range ($) column. The Reporting Person will undertake to provide to the staff of the SEC, upon request, full information regarding the number of Shares purchased/sold at each separate price.

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;**Trade Date** | &nbsp;&nbsp;**Price Per Share ($)** | &nbsp;&nbsp;**Price Range ($)** |
| &nbsp;&nbsp;06/30/2025 &nbsp;&nbsp;(325300)<sup>\*</sup> | &nbsp;&nbsp;53.15 | &nbsp;&nbsp;53.12 – 53.39 |
| &nbsp;&nbsp;07/01/2025 &nbsp;&nbsp;(274700)<sup>\*</sup> | &nbsp;&nbsp;52.10 | &nbsp;&nbsp;51.81 – 52.41 |

---

<sup>\*</sup> The transactions reported herein reflect rebalancing in connection with capital flows and portfolio management activities.

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 9)**

**Lamb Weston Holdings, Inc.**

*(Name of Issuer)*

**Common Stock, par value $1.00 per share**

*(Title of Class of Securities)*

**513272104**

*(CUSIP Number)*

**Ele Klein & Adriana Schwartz**<br>Schulte Roth & Zabel LLP<br>919 Third Avenue<br>New York NY 10022<br>212-756-2000

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**06/30/2025**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **513272104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**JANA PARTNERS MANAGEMENT, LP** | Name of reporting person<br>**JANA PARTNERS MANAGEMENT, LP** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**6957519.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**6957519.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**6957519.00** | Aggregate amount beneficially owned by each reporting person<br>**6957519.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**4.9%** | Percent of class represented by amount in Row (11)<br>**4.9%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IA** | Type of Reporting Person (See Instructions)<br>**IA** | |

---

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Common Stock, par value $1.00 per share

**(b) Name of Issuer:**
Lamb Weston Holdings, Inc.

**(c) Address of Issuer's Principal Executive Offices:**
599 S. RIVERSHORE LANE, EAGLE, ID, 83616

This Amendment No. 9 ("Amendment No. 9") amends the statement on Schedule 13D filed with the Securities and Exchange Commission ("SEC") on October 18, 2024 (the "Original Schedule 13D", as amended, the "Schedule 13D"), with respect to the shares of common stock, par value $1.00 per share (the "Shares"), of Lamb Weston Holdings, Inc., a Delaware corporation (the "Issuer").  This Amendment No. 9 amends Items 2, 3, 4, 5, 6, and 7 as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 9 have the meanings set forth in the Schedule 13D.

**Item 4. Purpose of Transaction**

Item 4 is hereby amended and supplemented with the addition of the following:

On June 30, 2025, the Issuer, JANA and Continental Grain Company entered into a cooperation agreement (the "Cooperation Agreement"), pursuant to which Scott Ostfeld, a Managing Partner and Portfolio Manager of JANA, Bradley Alford, Ruth Kimmelshue, Lawrence Kurzius, Paul Maass and Timothy R. McLevish will be appointed to the Board. The effective date for such appointments will be the date upon which JANA delivers a written request to the Issuer for such effectiveness; provided, (i) such written request from JANA shall be delivered to the Issuer no later than July 11, 2025 and (ii) if JANA fails to deliver such request, the appointments shall be effective as of 4:00 PM EDT on July 11, 2025.

The foregoing description of the Cooperation Agreement is qualified by the full text of the Cooperation Agreement, which is included as Exhibit 99.6 to this Amendment No. 9 by reference to Exhibit 10.1 of the Issuer's Current Report on Form 8-K filed with the SEC on June 30, 2025 (the "Form 8-K") and is incorporated by reference herein.

**Item 5. Interest in Securities of the Issuer**

**(a)**
Item 5(a) is hereby amended and restated in its entirety as follows:

The aggregate percentage of Shares reported to be beneficially owned by the Reporting Person is based upon 141,115,615 Shares outstanding as of March 27, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarter ended February 23, 2025, filed with the SEC on April 3, 2025.  As of the close of business on the date hereof, JANA may be deemed to beneficially own 6,957,519 Shares, representing approximately 4.9% of the Shares outstanding.

By virtue of the Cooperation Agreement, the Reporting Person, Continental Grain Company, Bradley Alford, Jeffery DeLapp, Diane Dietz, John P. Gainor Jr. Timothy R. McLevish and Joseph E. Scalzo, are no longer deemed to be a "group" within the meaning of Section 13(d)(3) of the Exchange Act and Rule 13d-5(b)(1) promulgated thereunder.

**(b)**
Item 5(b) is hereby amended and restated in its entirety as follows:

JANA has sole voting and dispositive power over 6,957,519 Shares, which power is exercised by the JANA Principal.

**(c)**
Item 5(c) is hereby amended and restated in its entirety as follows:

Information concerning transactions in the Shares effected by the Reporting Person during the past sixty (60) days is set forth in Schedule A hereto and is incorporated herein by reference. All of the transactions in Shares listed hereto were effected in the open market through various brokerage entities.

**Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.**

Item 6 is hereby amended and supplemented with the addition of the following:

The Reporting Person's responses in Item 4 and the third sentence of Item 5(a) of this Amendment No. 9 are incorporated by reference into this Item 6.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** JANA PARTNERS MANAGEMENT, LP

**Signature:** /s/ Jennifer Fanjiang

**Name/Title:** Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer

**Date:** 07/01/2025