MarketPeel
Insider Trading Intelligence
JL

Jana Partners Management, Lp

LW
DIRECTOR · LAMB WESTON HOLDINGS, INC. · CIK 0001998597
FILING MIX · LIFETIME78%/22%
BUYS
28
SELLS
8
TOTAL VALUE
$310.55M
COMPANIES
3
ACTIVE SINCE
Nov 2023
HOLDINGS NOW
16,288,955
AVG SELL PX
$74.04
TRADE KIND
SHOWING 36 / 36
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
29 backtested trades · 8 horizons · 47 pending
Forward-return performance of every backtestable P/S trade by Jana Partners Management, Lp, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d29+82.76%+1.53%+0.82%+0.71%+0.08%
14d29+72.41%+1.97%+1.17%+0.80%-0.38%
30d29+58.62%+1.45%+3.17%-1.73%-2.38%
60d29+31.03%-3.99%+4.81%-8.81%-9.15%
90d29(4 pending)+16.00%-7.68%+7.09%-19.14%-22.27%
180d29(8 pending)+23.81%-3.47%+12.75%-8.01%-10.68%
1y29(16 pending)+84.62%+44.90%+26.90%+18.01%+28.47%
2y29(19 pending)+100.00%+143.52%+46.57%+96.95%+56.02%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
LW · 5,398,980 shares · as of Apr 15, 2026
01,349,7452,699,4904,049,2355,398,9802026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 28 buys / 8 sellsCOVERAGE · 11 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
RPD
RAPID7, INC.
PURCHASE
15,2086,775,357Jun 9, 2026Jun 10, 2026View →
LW
LAMB WESTON HOLDINGS, INC.
PURCHASE
50,000$43.19$2.16M5,398,980Apr 15, 2026Apr 15, 2026View →
LW
LAMB WESTON HOLDINGS, INC.
PURCHASE
100,000$42.12$4.21M5,348,980Apr 13, 2026Apr 15, 2026View →
LW
LAMB WESTON HOLDINGS, INC.
PURCHASE
100,000$41.41$4.14M5,248,980Apr 8, 2026Apr 9, 2026View →
LW
LAMB WESTON HOLDINGS, INC.
PURCHASE
136,000$40.89$5.56M5,148,980Apr 7, 2026Apr 9, 2026View →
MRCY
MERCURY SYSTEMS INC
SALE
100,899$89.68$9.05M4,114,618Mar 4, 2026Mar 4, 2026View →
MRCY
MERCURY SYSTEMS INC
SALE
168,648$90.12$15.20M4,215,517Mar 3, 2026Mar 4, 2026View →
MRCY
MERCURY SYSTEMS INC
SALE
182,510$94.05$17.17M4,384,165Mar 2, 2026Mar 4, 2026View →
MRCY
MERCURY SYSTEMS INC
SALE
400,000$81.00$32.40M4,566,675Feb 9, 2026Feb 11, 2026View →
RPD
RAPID7, INC.
PURCHASE
41,545$15.71$652.7K6,760,149Nov 28, 2025Dec 4, 2025View →
RPD
RAPID7, INC.
PURCHASE
50,000$15.01$750.5K6,718,604Nov 25, 2025Nov 25, 2025View →
RPD
RAPID7, INC.
PURCHASE
150,000$14.13$2.12M6,668,604Nov 24, 2025Nov 25, 2025View →
MRCY
MERCURY SYSTEMS INC
SALE
1,000,000$75.45$75.45M4,966,675Nov 6, 2025Nov 10, 2025View →
MRCY
MERCURY SYSTEMS INC
PURCHASEGRANT
Stock grant
2,3625,966,675Oct 22, 2025Oct 24, 2025View →
LW
LAMB WESTON HOLDINGS, INC.
PURCHASEGRANT
Stock grant
4,3455,012,980Oct 2, 2025Oct 3, 2025View →
RPD
RAPID7, INC.
PURCHASE
250,000$21.26$5.32M6,518,604Aug 13, 2025Aug 13, 2025View →
MRCY
MERCURY SYSTEMS INC
SALE
797,000$65.42$52.14M5,964,313Aug 13, 2025Aug 15, 2025View →
RPD
RAPID7, INC.
PURCHASE
163,456$20.07$3.28M6,268,604Aug 12, 2025Aug 13, 2025View →
RPD
RAPID7, INC.
PURCHASE
358,738$18.23$6.54M6,105,148Aug 11, 2025Aug 13, 2025View →
LW
LAMB WESTON HOLDINGS, INC.
PURCHASEGRANT
Stock grant
1,1095,008,628Jul 25, 2025Jul 29, 2025View →
RPD
RAPID7, INC.
PURCHASEGRANT
Stock grant
1,176Jun 11, 2025Jun 13, 2025View →
MRCY
MERCURY SYSTEMS INC
SALE
100,000$45.87$4.59M6,761,313May 9, 2025May 9, 2025View →
MRCY
MERCURY SYSTEMS INC
SALE
88,152$46.27$4.08M6,861,313May 8, 2025May 9, 2025View →
RPD
RAPID7, INC.
PURCHASEGRANT
Stock grant
15,3205,745,234Apr 22, 2025Apr 24, 2025View →
MRCY
MERCURY SYSTEMS INC
PURCHASEGRANT
Stock grant
4,832Oct 23, 2024Oct 25, 2024View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
13,600$37.25$506.6K6,944,633Aug 27, 2024Aug 29, 2024View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
75,000$29.63$2.22M6,931,033Feb 28, 2024Feb 28, 2024View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
284,295$29.21$8.30M6,856,033Feb 27, 2024Feb 28, 2024View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
18,618$28.53$531.2K6,571,738Feb 26, 2024Feb 28, 2024View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
1,335,848$27.90$37.27M6,553,120Feb 9, 2024Feb 13, 2024View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
63,648$34.22$2.18M5,217,272Nov 30, 2023Nov 30, 2023View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
117,881$33.22$3.92M5,153,624Nov 29, 2023Nov 30, 2023View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
64,435$33.14$2.14M5,035,743Nov 28, 2023Nov 30, 2023View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
315$34.05$10.7K4,971,308Nov 20, 2023Nov 20, 2023View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
44,057$34.08$1.50M4,970,993Nov 17, 2023Nov 20, 2023View →
MRCY
MERCURY SYSTEMS INC
PURCHASE
215,550$33.28$7.17M4,926,936Nov 16, 2023Nov 20, 2023View →
Other insiders · LW
Loading peer insiders…
About this filer
CIK 0001998597
ROLE
Director
PRIMARY
LW
COMPANIES
3
ACTIVE SINCE
Nov 2023
MARKETPEEL · /INSIDER/0001998597DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback