Position in DAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,244,538
-$18,489,195 QoQ
Shares Held
645,268
-25.7% QoQ
Ownership
0.409%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#51
of 610 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAR Over Time
Shares Held
Position Value (USD)
Derivatives in DAR
reported options exposure · as of Jun 30, 2026CallValue
$720,984
CallShares
13,200
PutValue
$546,200
PutShares
10,000
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. DAR ranks #10 (2.4% 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 DAR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,244,538 | 645,268 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $720,984 | 13,200 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $546,200 | 10,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $53,733,733 | 868,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,011,968 | 305,888 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,582,724 | 634,361 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,397,147 | 89,540 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,238,324 | 295,721 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $528,865 | 15,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,333,573 | 62,798 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,213,268 | 60,225 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,019,975 | 43,431 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,445,360 | 29,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $339,300 | 6,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $829,270 | 13,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $759,200 | 13,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $450,648 | 7,200 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $1,352,875 | 16,831 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $431,400 | 6,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $573,750 | 8,500 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $202,500 | 3,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $220,740 | 3,000 | Call | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||