Position in HRL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,473,929
+$29,718,043 QoQ
Shares Held
2,802,381
+96.8% QoQ
Ownership
0.509%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HRL Over Time
Shares Held
Position Value (USD)
Derivatives in HRL
reported options exposure · as of Mar 31, 2026CallValue
$566,250
CallShares
25,000
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 Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $690,810,131 across 31 Packaged Foods names. HRL ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
2,884,212 | $178,388,512 | |
| 2 | GIS |
General Mills Inc
|
2,377,272 | $88,482,063 | |
| 3 | CAG |
Conagra Brands Inc.
|
4,559,501 | $71,675,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
This page
|
2,802,381 | $63,473,929 | |
| 5 | FLO |
Flowers Foods Inc
|
4,026,802 | $32,818,436 | |
| 6 | SFD |
Smithfield Foods Inc
|
1,097,246 | $30,689,970 | |
| 7 | KHC |
Kraft Heinz Co
|
1,319,677 | $29,679,535 | |
| 8 | JBS |
Jbs N.V.
|
1,636,064 | $29,383,709 |
All Filings in HRL
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,473,929 | 2,802,381 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $566,250 | 25,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $33,755,886 | 1,424,299 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $592,500 | 25,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $742,200 | 30,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $1,608,100 | 65,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $81,585,196 | 3,297,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,722,500 | 90,000 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $117,616,507 | 3,888,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,497,183 | 3,021,887 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $560,014 | 18,100 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $140,809,828 | 4,488,678 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $133,993,871 | 4,226,936 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $94,210,075 | 3,089,868 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $93,667,612 | 2,684,655 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $247,719 | 7,100 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $45,131,600 | 1,405,531 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $584,402 | 18,200 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $433,542 | 11,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $48,806,028 | 1,283,356 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,030,997 | 522,899 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $458,508 | 11,400 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $9,028,273 | 226,386 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,129,543 | 639,507 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,224,590 | 225,013 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $12,518,395 | 242,887 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,641,914 | 443,391 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,743,429 | 676,669 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,594,750 | 242,822 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,291,074 | 654,899 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $955,505 | 20,500 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $619,913 | 13,300 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $12,526,670 | 268,755 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,101,781 | 42,990 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $1,002,245 | 20,500 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $3,682,132 | 76,282 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $1,013,670 | 21,000 | Put | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||