Position in BGS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,493,919
+$8,615,876 QoQ
Shares Held
3,221,189
+101.4% QoQ
Ownership
3.97%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 98.32670482855865.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6732951714413529.ToString("F0")%
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,706,533,504 across 33 Packaged Foods names. BGS ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
18,698,198 | $293,935,672 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
11,986,728 | $271,499,389 | |
| 3 | CPB |
CAMPBELL'S Co
|
7,951,510 | $177,080,127 | |
| 4 | SJM |
J M SMUCKER Co
|
1,646,723 | $158,809,966 | |
| 5 | POST |
Post Holdings, Inc.
|
1,392,048 | $137,617,865 | |
| 6 | SFD |
Smithfield Foods Inc
|
4,216,930 | $117,947,532 | |
| 7 | GIS |
General Mills Inc
|
3,064,186 | $114,049,002 | |
| 8 | INGR |
Ingredion Inc
|
624,498 | $70,355,944 |
All Filings in BGS
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||