Position in OFRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,109,235
+$474,235 QoQ
Shares Held
102,990
+3.0% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 94 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in OFRM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $889,571,988 across 36 Packaged Foods names. OFRM ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
7,615,422 | $179,876,261 | |
| 2 | DAR |
Darling Ingredients Inc.
|
3,082,175 | $168,348,395 | |
| 3 | SJM |
J M SMUCKER Co
|
1,023,772 | $115,174,348 | |
| 4 | GIS |
General Mills Inc
|
3,042,799 | $105,889,403 | |
| 5 | MKC |
Mccormick & Co Inc
|
1,620,950 | $81,728,295 | |
| 6 | JBS |
Jbs N.V.
|
4,885,871 | $57,897,568 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
1,922,220 | $33,465,847 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
1,307,234 | $32,445,543 |
All Filings in OFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,109,235 | 102,990 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,635,000 | 100,000 | Shares | Defined | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||