TWO SIGMA INVESTMENTS, LP

Position in HLF — Herbalife Ltd.

CIK 1179392 NEW YORK, NY

Back to HLF Full portfolio

Position in HLF

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

Position Value

$30,743,240

-$2,321,780 QoQ

Shares Held

2,337,889

+4.1% QoQ

Ownership

2.23%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#12

of 234 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in HLF Over Time

Shares Held

Position Value (USD)

Derivatives in HLF

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$1,046,740

PutShares

79,600

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, 2026

TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. HLF ranks #12 (2.1% 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.	4,972,303	$64,341,600
8	POST	Post Holdings, Inc.	639,671	$56,457,362

All Filings in HLF

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,743,240	2,337,889	+4.1%	Shares	Sole	2026-08-14
2026-06-30	$1,046,740	79,600	0.0%	Put	Sole	2026-08-14
2026-03-31	$33,065,020	2,246,265	+23.6%	Shares	Sole	2026-05-15
2026-03-31	$1,171,712	79,600	+5.7%	Put	Sole	2026-05-15
2025-12-31	$970,617	75,300	0.0%	Put	Sole	2026-02-17
2025-12-31	$23,420,266	1,816,933	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$635,532	75,300	+198.8%	Put	Sole	2025-11-14
2025-09-30	$15,464,797	1,832,322	+37.9%	Shares	Sole	2025-11-14
2025-06-30	$217,224	25,200	-91.2%	Put	Sole	2025-08-14
2025-06-30	$11,453,730	1,328,739	+2.6%	Shares	Sole	2025-08-14
2025-03-31	$11,177,627	1,295,206	+54.4%	Shares	Sole	2025-05-15
2025-03-31	$2,471,632	286,400	-61.3%	Put	Sole	2025-05-15
2024-12-31	$5,612,475	838,935	+559.1%	Shares	Sole	2025-02-14
2024-12-31	$4,955,952	740,800	-44.7%	Put	Sole	2025-02-14
2024-09-30	$915,121	127,277	+1.6%	Shares	Sole	2024-11-14
2024-09-30	$9,640,352	1,340,800	+11.9%	Put	Sole	2024-11-14
2024-06-30	$1,301,170	125,233	-53.7%	Shares	Sole	2024-08-14
2024-06-30	$12,447,220	1,198,000	-16.0%	Put	Sole	2024-08-14
2024-03-31	$14,337,330	1,426,600	+18.8%	Put	Sole	2024-05-15
2023-12-31	$18,322,682	1,200,700	+50.6%	Put	Sole	2024-02-14
2023-12-31	$4,125,464	270,345	+179.6%	Shares	Sole	2024-02-14
2023-09-30	$11,155,626	797,400	0.0%	Put	Sole	2023-11-14
2023-09-30	$1,352,833	96,700	+2.2%	Shares	Sole	2023-11-14
2023-06-30	$10,557,576	797,400	+37.2%	Put	Sole	2023-08-14
2023-06-30	$1,252,504	94,600	-56.4%	Shares	Sole	2023-08-14
2023-03-31	$9,358,930	581,300	+133.8%	Put	Sole	2023-05-15
2023-03-31	$3,495,245	217,096	+542.3%	Shares	Sole	2023-05-15
2022-12-31	$502,944	33,800	+49.2%	Shares	Sole	2023-02-14
2022-12-31	$3,699,168	248,600	+610.3%	Put	Sole	2023-02-14
2021-12-31	$1,432,550	35,000	+144.8%	Put	Sole	2022-02-14
2021-12-31	$961,855	23,500	+155.4%	Call	Sole	2022-02-14
2021-09-30	$606,034	14,300	—	Put	Sole	2021-11-15
2021-06-30	$1,194,914	22,661	-89.4%	Shares	Sole	2021-08-16
2020-12-31	$10,287,745	214,105	+1186.0%	Shares	Sole	2021-02-16
2020-09-30	$776,675	16,649	-93.3%	Shares	Sole	2020-11-16
2020-09-30	$429,180	9,200	+22.7%	Call	Sole	2020-11-16
2020-06-30	$11,190,979	248,799	+131.8%	Shares	Sole	2020-08-14
2020-03-31	$218,700	7,500	—	Call	Sole	2020-05-15
2020-03-31	$3,130,413	107,353	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.