Position in MZTI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,063,757
+$356,423 QoQ
Shares Held
7,690
+78.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MZTI Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Jefferies Financial Group Inc. holds $9,817,523 across 12 Packaged Foods names. MZTI ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
22,979 | $2,588,814 | |
| 2 | POST |
Post Holdings, Inc.
|
14,815 | $1,464,610 | |
| 3 | GIS |
General Mills Inc
|
33,447 | $1,244,897 | |
| 4 | MZTI |
Marzetti Co
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|
7,690 | $1,063,757 | |
| 5 | NATR |
Natures Sunshine Products Inc
|
40,000 | $959,600 | |
| 6 | MKC |
Mccormick & Co Inc
|
13,350 | $673,374 | |
| 7 | JBS |
Jbs N.V.
|
32,000 | $574,720 | |
| 8 | FLO |
Flowers Foods Inc
|
49,295 | $401,754 |
All Filings in MZTI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,063,757 | 7,690 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $707,334 | 4,302 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $839,241 | 4,857 | Shares | Defined | 2025-11-13 | |
| 2024-12-31 | $828,648 | 4,786 | Shares | Defined | 2025-02-27 | |
| 2023-03-31 | $287,683 | 1,418 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||