Clarkston Capital Partners Reduces Stake in Lamb Weston

Investment firm cuts position in frozen potato product maker by over 25%

Published on Mar. 9, 2026

Got story updates? Submit your updates here. ›

Clarkston Capital Partners LLC, a major institutional investor, decreased its stake in Lamb Weston (NYSE:LW) by 26.2% in the third quarter of 2025. The firm now owns 2,515,657 shares of the specialty retailer's stock, valued at $146.11 million, making it the 8th largest holding in Clarkston's portfolio.

Why it matters

Lamb Weston is a leading global producer of frozen potato products, serving major quick-service restaurants, full-service operators, and grocery chains. The company's performance and shareholder activity are closely watched as indicators of the broader food processing and distribution industry.

The details

According to a recent 13F filing, Clarkston Capital Partners sold 891,302 shares of Lamb Weston during the third quarter. The firm now owns a 1.81% stake in the company, down from 2.45% previously. Lamb Weston accounts for 3.1% of Clarkston's total investment portfolio.

  • Clarkston Capital Partners reduced its Lamb Weston position in the 3rd quarter of 2025.

The players

Clarkston Capital Partners LLC

An investment management firm that owns a significant stake in Lamb Weston.

Lamb Weston

A leading global producer and supplier of frozen potato products, serving the foodservice and retail grocery channels.

Got photos? Submit your photos here. ›

The takeaway

Clarkston Capital's reduced position in Lamb Weston reflects broader market uncertainty and volatility, but the company remains a major player in the frozen food industry with a strong customer base and growth potential.