Position in JJSF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,472,843
+$7,877,077 QoQ
Shares Held
119,501
+619.6% QoQ
Ownership
0.637%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 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 Mar 31, 2026Balyasny Asset Management L.P. holds $474,105,921 across 25 Packaged Foods names. JJSF ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,166,288 | $112,476,814 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,400,609 | $82,579,906 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,575,982 | $79,492,532 | |
| 4 | DAR |
Darling Ingredients Inc.
|
1,114,648 | $68,940,978 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
1,536,160 | $24,716,814 | |
| 6 | UTZ |
Utz Brands, Inc.
|
2,623,324 | $20,776,725 | |
| 7 | KHC |
Kraft Heinz Co
|
829,235 | $18,649,495 | |
| 8 | SFD |
Smithfield Foods Inc
|
564,891 | $15,800,000 |
All Filings in JJSF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,472,843 | 119,501 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,595,766 | 16,607 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $6,417,398 | 48,720 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,696,871 | 30,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,144,098 | 12,457 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,821,311 | 12,599 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $1,878,688 | 12,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,615,969 | 10,794 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,350,232 | 9,668 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $402,174 | 2,593 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $843,348 | 5,339 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||