Position in PPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,715,229
-$4,325,514 QoQ
Shares Held
1,910,894
+24.3% QoQ
Ownership
0.803%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 336 holders
Holding Since
Mar 2020
26 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 Dec 31, 2023CallValue
$2,766,000
CallShares
100,000
PutValue
$0
PutShares
0
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, 2026GOLDMAN SACHS GROUP INC holds $2,257,569,473 across 42 Packaged Foods names. PPC ranks #15 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
15,611,412 | $368,741,550 | |
| 2 | GIS |
General Mills Inc
|
7,130,728 | $248,149,333 | |
| 3 | SJM |
J M SMUCKER Co
|
2,174,660 | $244,649,249 | |
| 4 | CAG |
Conagra Brands Inc.
|
12,447,997 | $167,550,038 | |
| 5 | MKC |
Mccormick & Co Inc
|
3,015,957 | $152,064,550 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
5,371,484 | $133,320,230 | |
| 7 | CPB |
CAMPBELL'S Co
|
4,942,269 | $110,064,328 | |
| 8 | DAR |
Darling Ingredients Inc.
|
1,521,693 | $83,114,869 |
All Filings in PPC
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,715,229 | 1,910,894 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $58,040,743 | 1,537,096 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,884,390 | 1,151,177 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $43,216,420 | 1,061,307 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $73,885,001 | 1,642,619 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $67,758,053 | 1,243,039 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $48,842,906 | 1,076,072 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $56,654,760 | 1,230,288 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,135,086 | 1,120,683 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $43,541,714 | 1,268,698 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,568,348 | 1,177,453 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,766,000 | 100,000 | Call | Defined | 2024-05-14 | |
| 2023-09-30 | $27,538,960 | 1,206,262 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $2,283,000 | 100,000 | Call | Defined | 2024-05-15 | |
| 2023-06-30 | $26,965,973 | 1,254,815 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $27,652,487 | 1,192,946 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $27,723,759 | 1,168,300 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $44,555,922 | 1,877,620 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $36,803,661 | 1,598,769 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $47,480,060 | 1,520,335 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $51,598,119 | 2,055,702 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $63,565,704 | 2,254,103 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $19,424,160 | 688,800 | Call | Defined | 2022-02-17 | |
| 2021-09-30 | $53,440,111 | 1,837,693 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $33,596,555 | 1,514,723 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $39,938,888 | 1,678,810 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,199,363 | 1,641,987 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $20,489,947 | 1,368,734 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,951,357 | 648,393 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $18,623,971 | 1,027,813 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||