Position in PPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,245,656
-$584,397 QoQ
Shares Held
471,208
+28.7% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 336 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PPC Over Time
Shares Held
Position Value (USD)
Derivatives in PPC
reported options exposure · as of Jun 30, 2026CallValue
$275,478
CallShares
9,800
PutValue
$283,911
PutShares
10,100
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, 2026TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. PPC ranks #21 (0.9% 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 PPC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,245,656 | 471,208 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $283,911 | 10,100 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $275,478 | 9,800 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $13,830,053 | 366,262 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,282,598 | 263,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,707,554 | 631,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,763,116 | 83,662 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,219,288 | 224,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,781,765 | 149,411 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,832,777 | 256,955 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,097,705 | 54,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,278,916 | 66,402 | Shares | Sole | 2024-05-15 | |
| 2020-06-30 | $1,033,955 | 61,217 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||