Position in OFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,568,069
-$1,382,859 QoQ
Shares Held
125,394
-48.1% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 94 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in OFRM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $110,428,675 across 18 Packaged Foods names. OFRM ranks #12 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
839,398 | $18,693,393 | |
| 2 | SJM |
J M SMUCKER Co
|
158,081 | $17,784,112 | |
| 3 | DAR |
Darling Ingredients Inc.
|
300,974 | $16,439,199 | |
| 4 | SENEA |
Seneca Foods Corp
|
77,387 | $13,460,694 | |
| 5 | KHC |
Kraft Heinz Co
|
330,062 | $7,796,064 | |
| 6 | CENT |
Central Garden & Pet Co
|
179,442 | $7,053,716 | |
| 7 | CAG |
Conagra Brands Inc.
|
345,972 | $4,656,783 | |
| 8 | JBSS |
Sanfilippo John B & Son Inc
|
45,664 | $3,926,647 |
All Filings in OFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,568,069 | 125,394 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,950,928 | 241,647 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||