Position in HRL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,175,218
+$3,380,675 QoQ
Shares Held
1,538,083
+0.1% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#27
of 618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HRL Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $218,033,821 across 26 Packaged Foods names. HRL ranks #1 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
This page
|
1,538,083 | $38,175,218 | |
| 2 | GIS |
General Mills Inc
|
991,943 | $34,519,614 | |
| 3 | DAR |
Darling Ingredients Inc.
|
626,778 | $34,234,613 | |
| 4 | SJM |
J M SMUCKER Co
|
231,157 | $26,005,162 | |
| 5 | KHC |
Kraft Heinz Co
|
1,008,270 | $23,815,336 | |
| 6 | MKC |
Mccormick & Co Inc
|
457,332 | $23,058,678 | |
| 7 | CAG |
Conagra Brands Inc.
|
537,325 | $7,232,394 | |
| 8 | FRPT |
Freshpet, Inc.
|
85,449 | $5,051,743 |
All Filings in HRL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,175,218 | 1,538,083 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $34,794,543 | 1,536,183 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $32,473,595 | 1,370,194 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $42,189,665 | 1,705,322 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $53,812,842 | 1,778,937 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $159,711,876 | 5,161,987 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $137,226,682 | 4,374,456 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $103,569,793 | 3,267,186 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $94,659,525 | 3,104,609 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $104,853,170 | 3,005,250 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $85,239,492 | 2,654,609 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $95,455,451 | 2,510,004 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $94,198,616 | 2,342,084 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $89,414,148 | 2,242,080 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $92,906,237 | 2,039,654 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $90,104,382 | 1,982,931 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $90,920,826 | 1,919,781 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $96,037,727 | 1,863,363 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $88,364,108 | 1,810,369 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $71,274,195 | 1,738,395 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $70,986,246 | 1,486,623 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $65,351,570 | 1,367,760 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $56,638,559 | 1,215,159 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $55,564,706 | 1,136,525 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $50,223,677 | 1,040,474 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $44,955,361 | 963,880 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||