Position in PPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,186,206
-$2,958,608 QoQ
Shares Held
4,702,462
+31.4% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3
of 336 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PPC Over Time
Shares Held
Position Value (USD)
Derivatives in PPC
reported options exposure · as of Jun 30, 2026CallValue
$2,763,213
CallShares
98,300
PutValue
$758,970
PutShares
27,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $464,727,528 across 30 Packaged Foods names. PPC ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBS |
Jbs N.V.
|
11,276,322 | $133,624,415 | |
| 2 | PPC |
Pilgrims Pride Corp
This page
|
4,702,462 | $132,186,206 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
3,382,302 | $43,766,987 | |
| 4 | INGR |
Ingredion Inc
|
247,723 | $23,461,845 | |
| 5 | NOMD |
Nomad Foods Ltd
|
1,576,819 | $17,266,167 | |
| 6 | KHC |
Kraft Heinz Co
|
598,580 | $14,138,458 | |
| 7 | JJSF |
J&J Snack Foods Corp
|
186,881 | $13,726,409 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
492,214 | $12,216,751 |
All Filings in PPC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,763,213 | 98,300 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $132,186,206 | 4,702,462 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $758,970 | 27,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $135,144,814 | 3,579,047 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $108,668,833 | 2,787,095 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $76,701,494 | 1,883,632 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,966,136 | 399,425 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,001,007 | 36,709 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,142,686 | 113,300 | Shares | Defined | 2025-02-14 | |
| 2023-12-31 | $2,177,283 | 78,716 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $460,252 | 20,160 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $419,377 | 19,515 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $583,834 | 25,187 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $887,288 | 37,391 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,204,072 | 95,746 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,465,188 | 367,121 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,833,120 | 590,961 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,444,574 | 370,375 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,938,953 | 238,616 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,938,280 | 177,560 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $998,299 | 41,963 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,689,582 | 188,148 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,630,981 | 108,950 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $435,812 | 25,803 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,264,920 | 69,808 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||