Position in MKC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,851,058
-$13,565,102 QoQ
Shares Held
472,860
-13.9% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 99.51359810514741.ToString("F0")%
Shared 0.ToString("F0")%
None 0.48640189485259905.ToString("F0")%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Derivatives in MKC
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$676,270
PutShares
7,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,699,047,035 across 32 Packaged Foods names. MKC ranks #13 (1.4% 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 MKC
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,851,058 | 472,860 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,416,160 | 549,349 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,098,267 | 46,305 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $85,776,379 | 1,131,316 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,699,999 | 44,952 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,517,785 | 19,908 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $28,811,004 | 406,132 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $72,840,459 | 948,320 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $79,054,520 | 1,155,430 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,567,359 | 523,101 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,227,335 | 36,998 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,339,681 | 16,100 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $18,153,994 | 218,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,785,410 | 47,950 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $676,270 | 7,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $1,110,111 | 13,700 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,166,832 | 14,400 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $529,920 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $38,374,333 | 434,492 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $33,230,466 | 372,706 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $2,344,908 | 26,300 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $2,211,168 | 24,800 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $841,280 | 8,800 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $42,617,619 | 445,791 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $468,440 | 4,900 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $291,150 | 3,000 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $22,767,541 | 234,596 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,919,318 | 177,463 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $571,900 | 8,100 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $9,325,508 | 132,080 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $360,085 | 5,100 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||