Position in NOMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,664,156
+$7,443,996 QoQ
Shares Held
2,526,407
+20.1% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 187 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NOMD 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. NOMD ranks #13 (1.9% 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 NOMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,664,156 | 2,526,407 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,220,160 | 2,104,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,481,327 | 917,772 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,821,419 | 1,355,241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,487,316 | 970,413 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,411,593 | 784,305 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,913,967 | 948,389 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,263,430 | 590,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,860,672 | 719,701 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,551,079 | 590,546 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,176,423 | 659,376 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,115,304 | 467,497 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,062,290 | 517,254 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,989,345 | 372,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,437,244 | 547,404 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,911,717 | 134,628 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $707,646 | 35,400 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $811,009 | 28,688 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,278,371 | 410,720 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $28,089,481 | 1,105,015 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,457,456 | 57,200 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,506,185 | 629,659 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,495,100 | 80,555 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||