Position in BGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,938,063
-$12,555,856 QoQ
Shares Held
738,207
-77.1% QoQ
Ownership
0.908%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 182 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BGS Over Time
Shares Held
Position Value (USD)
Derivatives in BGS
reported options exposure · as of Dec 31, 2021CallValue
$384,125
CallShares
12,500
PutValue
$1,527,281
PutShares
49,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. BGS ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
12,325,712 | $305,924,171 | |
| 2 | CPB |
CAMPBELL'S Co
|
8,046,417 | $179,193,706 | |
| 3 | CAG |
Conagra Brands Inc.
|
13,185,200 | $177,472,792 | |
| 4 | SJM |
J M SMUCKER Co
|
960,763 | $108,085,837 | |
| 5 | SFD |
Smithfield Foods Inc
|
4,238,865 | $102,834,864 | |
| 6 | INGR |
Ingredion Inc
|
840,120 | $79,567,765 | |
| 7 | BRBR |
Bellring Brands, Inc.
|
4,972,303 | $64,341,600 | |
| 8 | POST |
Post Holdings, Inc.
|
639,671 | $56,457,362 |
All Filings in BGS
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,938,063 | 738,207 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,493,919 | 3,221,189 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,878,043 | 1,599,545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,286,158 | 1,644,731 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,725,898 | 1,590,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,588,125 | 1,250,091 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,724,329 | 830,817 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,460,536 | 389,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,609,091 | 199,145 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,433,812 | 387,571 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,455,370 | 424,321 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,479,045 | 756,223 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,292,299 | 452,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $262,053 | 16,874 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $10,374,286 | 436,261 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,983,975 | 221,793 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,773,889 | 122,808 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $384,125 | 12,500 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,527,281 | 49,700 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $1,868,125 | 62,500 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $3,021,879 | 101,100 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $15,404,110 | 515,360 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,380,880 | 42,100 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $780,640 | 23,800 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $500,066 | 16,100 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $801,348 | 25,800 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $1,386,500 | 50,000 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $784,759 | 28,300 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $602,609 | 21,700 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $1,296,859 | 46,700 | Put | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||