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Equibles

TWO SIGMA INVESTMENTS, LP

Position in JBSS — Sanfilippo John B & Son Inc

CIK 1179392 NEW YORK, NY
Back to JBSS Full portfolio

Position in JBSS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$15,159,005
-$3,971,265 QoQ
Shares Held
176,288
-26.9% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 211 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in JBSS Over Time

Shares Held

Position Value (USD)

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. JBSS ranks #20 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
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 JBSS

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,159,005 176,288
2026-03-31 $19,130,270 241,148
2025-12-31 $7,432,838 105,281
2025-09-30 $7,022,590 109,250
2025-06-30 $6,308,126 99,749
2025-03-31 $5,326,546 75,170
2024-12-31 $7,820,126 89,773
2024-09-30 $3,401,856 36,071
2024-06-30 $487,404 5,016
2024-03-31 $1,122,434 10,597
2023-12-31 $580,939 5,638
2023-09-30 $2,005,343 20,297
2023-06-30 $668,439 5,700
2023-03-31 $3,734,036 38,527
2021-12-31 $207,368 2,300
2021-09-30 $275,641 3,373
2021-06-30 $1,138,390 12,853
2021-03-31 $2,364,892 26,169
2020-06-30 $242,422 2,841