Position in BRBR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$52,649,681
+$41,371,653 QoQ
Shares Held
3,272,199
+675.5% QoQ
Ownership
2.81%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BRBR Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,706,533,504 across 33 Packaged Foods names. BRBR ranks #11 (3.1% 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 BRBR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,649,681 | 3,272,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,278,028 | 421,924 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,515 | 8,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $753,090 | 13,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,933,724 | 39,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,618,806 | 48,033 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,445,843 | 172,033 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,700,964 | 362,285 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $1,471,828 | 35,698 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,560,631 | 97,285 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $462,842 | 13,613 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||