Position in DNUT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,749,816
+$5,401,153 QoQ
Shares Held
3,328,560
+77.7% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 182 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DNUT Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $93,346,860 across 11 Grocery Stores names. DNUT ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
423,786 | $23,532,836 | |
| 2 | WMK |
Weis Markets Inc
|
276,844 | $21,679,653 | |
| 3 | DNUT |
Krispy Kreme, Inc.
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|
3,328,560 | $11,749,816 | |
| 4 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
337,311 | $10,463,387 | |
| 5 | SFM |
Sprouts Farmers Market, Inc.
|
112,599 | $9,523,623 | |
| 6 | YSWY |
Yesway, Inc.
|
332,099 | $6,741,609 | |
| 7 | GO |
Grocery Outlet Holding Corp.
|
283,455 | $2,828,880 | |
| 8 | IMKTA |
Ingles Markets Inc
|
31,627 | $2,801,519 |
All Filings in DNUT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,749,816 | 3,328,560 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,348,663 | 1,872,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $533,132 | 132,620 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $513,239 | 132,620 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $1,324,362 | 123,082 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,638,351 | 173,177 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||