Position in HRL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$27,926,520
+$4,871,946 QoQ
Shares Held
1,125,162
+10.5% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
#32
of 618 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRL Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Fourth Sail Capital LP holds $53,825,986 across 2 Packaged Foods names. HRL ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
This page
|
1,125,162 | $27,926,520 | |
| 2 | SFD |
Smithfield Foods Inc
|
1,067,579 | $25,899,466 |
All Filings in HRL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,926,520 | 1,125,162 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $23,054,574 | 1,017,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,167,389 | 1,441,662 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,441,700 | 705,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||