Position in PPC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$936,599
-$33,316 QoQ
Shares Held
24,804
-0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Oak Thistle LLC holds $13,301,205 across 8 Packaged Foods names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
55,985 | $6,298,312 | |
| 2 | FLO |
Flowers Foods Inc
|
166,999 | $1,319,292 | |
| 3 | CPB |
CAMPBELL'S Co
|
57,806 | $1,287,339 | |
| 4 | SFD |
Smithfield Foods Inc
|
47,867 | $1,161,253 | |
| 5 | DAR |
Darling Ingredients Inc.
|
21,057 | $1,150,133 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
21,704 | $937,178 | |
| 7 | INGR |
Ingredion Inc
|
9,407 | $890,936 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
10,345 | $256,762 |
All Filings in PPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $936,599 | 24,804 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $969,915 | 24,876 | Shares | Sole | 2026-01-21 | |
| 2023-06-30 | $345,387 | 16,072 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||