Position in JJSF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,428,751
+$8,730,226 QoQ
Shares Held
250,902
+105.1% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 252 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JJSF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. JJSF ranks #19 (1.3% 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 JJSF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,428,751 | 250,902 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,698,525 | 122,348 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,115,979 | 12,349 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,301,040 | 107,202 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,144,760 | 10,094 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $1,791,740 | 10,720 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,539,936 | 16,039 | Shares | Sole | 2023-08-14 | |
| 2021-09-30 | $1,069,740 | 7,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $436,025 | 2,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $314,531 | 2,003 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,751,528 | 13,433 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,008,654 | 15,800 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,182,654 | 9,774 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||