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WESTWOOD HOLDINGS GROUP INC

Position in OFRM — Once Upon a Farm, PBC

CIK 1165002 DALLAS, TX

Position in OFRM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$40,363,356
+$7,324,225 QoQ
Shares Held
1,970,867
-2.5% QoQ
Ownership
4.69%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2
of 93 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 73% Shared 0% None 27%

Common Shares in OFRM Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $83,630,296 across 5 Packaged Foods names. OFRM ranks #1 (48.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OFRM
Once Upon a Farm, PBC
This page
1,970,867 $40,363,356

All Filings in OFRM

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,363,356 1,970,867
2026-06-24 $0 0
2026-05-20 $33,713,614 2,116,360
2026-03-31 $33,039,131 2,020,742