Position in HRL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$305,924,171
+$34,424,782 QoQ
Shares Held
12,325,712
+2.8% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#6
of 622 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HRL Over Time
Shares Held
Position Value (USD)
Derivatives in HRL
reported options exposure · as of Jun 30, 2026CallValue
$210,970
CallShares
8,500
PutValue
$0
PutShares
0
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. HRL ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
This page
|
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 HRL
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,970 | 8,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $305,924,171 | 12,325,712 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,499,389 | 11,986,728 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,322,468 | 4,443,986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,538,441 | 3,174,553 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,461,955 | 1,403,701 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,773,496 | 1,123,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,407,629 | 2,053,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,488,523 | 362,414 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,929,666 | 653,646 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,382,700 | 813,491 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $38,670,426 | 1,204,311 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,791,327 | 36,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $1,049,415 | 21,500 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $1,996,700 | 48,700 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $2,291,900 | 55,900 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $482,275 | 10,100 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $53,660,781 | 1,123,786 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $525,250 | 11,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $98,749,410 | 2,066,752 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $716,700 | 15,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $549,470 | 11,500 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $97,414,806 | 2,089,998 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $382,202 | 8,200 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $587,286 | 12,600 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $293,340 | 6,000 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $88,714,473 | 1,814,573 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,491,543 | 30,900 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $1,293,636 | 26,800 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $50,766,620 | 1,051,722 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $289,168 | 6,200 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $5,351,426 | 114,739 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $303,160 | 6,500 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||