TWO SIGMA INVESTMENTS, LP

Position in BRBR — Bellring Brands, Inc.

CIK 1179392 NEW YORK, NY

Position in BRBR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$64,341,600

+$11,691,919 QoQ

Shares Held

4,972,303

+52.0% QoQ

Ownership

4.28%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

of 362 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. BRBR ranks #7 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	4,972,303	$64,341,600
8	POST	Post Holdings, Inc.	639,671	$56,457,362

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,341,600	4,972,303	+52.0%	Shares	Sole	2026-08-14
2026-03-31	$52,649,681	3,272,199	+675.5%	Shares	Sole	2026-05-15
2025-12-31	$11,278,028	421,924	+4640.7%	Shares	Sole	2026-02-17
2025-09-30	$323,515	8,900	-31.5%	Shares	Sole	2025-11-14
2025-06-30	$753,090	13,000	-67.0%	Shares	Sole	2025-08-14
2025-03-31	$2,933,724	39,400	-18.0%	Shares	Sole	2025-05-15
2024-12-31	$3,618,806	48,033	-72.1%	Shares	Sole	2025-02-14
2024-09-30	$10,445,843	172,033	-52.5%	Shares	Sole	2024-11-14
2024-06-30	$20,700,964	362,285	+914.9%	Shares	Sole	2024-08-14
2023-09-30	$1,471,828	35,698	-63.3%	Shares	Sole	2023-11-14
2023-06-30	$3,560,631	97,285	+614.6%	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.