Position in BRBR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,780,730
-$884,698 QoQ
Shares Held
1,477,982
+60.2% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRBR Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Gotham Asset Management, LLC holds $277,005,559 across 20 Packaged Foods names. BRBR ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
370,315 | $41,719,687 | |
| 2 | PPC |
Pilgrims Pride Corp
|
977,857 | $36,923,880 | |
| 3 | SFD |
Smithfield Foods Inc
|
1,022,669 | $28,604,051 | |
| 4 | KHC |
Kraft Heinz Co
|
1,151,000 | $25,885,990 | |
| 5 | BRBR |
Bellring Brands, Inc.
This page
|
1,477,982 | $23,780,730 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
414,218 | $17,504,852 | |
| 7 | CAG |
Conagra Brands Inc.
|
991,112 | $15,580,280 | |
| 8 | GIS |
General Mills Inc
|
416,197 | $15,490,852 |
All Filings in BRBR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,780,730 | 1,477,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,665,428 | 922,762 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,507,462 | 756,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,079,012 | 87,675 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,741,376 | 144,257 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,235,378 | 149,129 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,064,038 | 149,276 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,434,342 | 60,104 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,036,739 | 51,444 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,508,484 | 45,255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $231,259 | 5,609 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||