Position in JBSS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,130,270
+$11,697,432 QoQ
Shares Held
241,148
+129.1% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,706,503,074 across 33 Packaged Foods names. JBSS ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
18,698,198 | $293,935,672 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
11,986,728 | $271,499,389 | |
| 3 | CPB |
CAMPBELL'S Co
|
7,951,510 | $177,080,127 | |
| 4 | SJM |
J M SMUCKER Co
|
1,646,723 | $158,809,966 | |
| 5 | POST |
Post Holdings, Inc.
|
1,392,048 | $137,617,865 | |
| 6 | SFD |
Smithfield Foods Inc
|
4,216,930 | $117,947,532 | |
| 7 | GIS |
General Mills Inc
|
3,064,186 | $114,049,002 | |
| 8 | INGR |
Ingredion Inc
|
624,498 | $70,355,944 |
All Filings in JBSS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,130,270 | 241,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,432,838 | 105,281 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,022,590 | 109,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,308,126 | 99,749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,326,546 | 75,170 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,820,126 | 89,773 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,401,856 | 36,071 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $487,404 | 5,016 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,122,434 | 10,597 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $580,939 | 5,638 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,005,343 | 20,297 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $668,439 | 5,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,734,036 | 38,527 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $207,368 | 2,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $275,641 | 3,373 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,138,390 | 12,853 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,364,892 | 26,169 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $242,422 | 2,841 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||