Position in PPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,889
-$235,169 QoQ
Shares Held
672
-89.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#250
of 336 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Bayforest Capital Ltd holds $1,237,099 across 12 Packaged Foods names. PPC ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
18,264 | $245,833 | |
| 2 | KHC |
Kraft Heinz Co
|
8,778 | $207,336 | |
| 3 | POST |
Post Holdings, Inc.
|
1,651 | $145,717 | |
| 4 | SMPL |
Simply Good Foods Co
|
10,110 | $134,260 | |
| 5 | GIS |
General Mills Inc
|
3,740 | $130,152 | |
| 6 | MZTI |
Marzetti Co
|
999 | $114,045 | |
| 7 | CPB |
CAMPBELL'S Co
|
4,219 | $93,957 | |
| 8 | INGR |
Ingredion Inc
|
448 | $42,430 |
All Filings in PPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,889 | 672 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $254,058 | 6,516 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $380,324 | 9,340 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $486,683 | 10,820 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $552,404 | 10,134 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $299,710 | 6,603 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||