Position in SFD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$172,586,343
+$108,629,694 QoQ
Shares Held
7,114,029
+211.1% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1
of 283 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $1,175,762,966 across 16 Packaged Foods names. SFD ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
2,266,331 | $214,644,209 | |
| 2 | KHC |
Kraft Heinz Co
|
7,814,107 | $184,569,207 | |
| 3 | SFD |
Smithfield Foods Inc
This page
|
7,114,029 | $172,586,343 | |
| 4 | GIS |
General Mills Inc
|
4,165,170 | $144,947,916 | |
| 5 | CENT |
Central Garden & Pet Co
|
2,514,207 | $97,475,805 | |
| 6 | SJM |
J M SMUCKER Co
|
861,377 | $96,904,912 | |
| 7 | CPB |
CAMPBELL'S Co
|
4,268,904 | $95,068,492 | |
| 8 | CAG |
Conagra Brands Inc.
|
5,666,061 | $76,265,181 |
All Filings in SFD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,586,343 | 7,114,029 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $63,956,649 | 2,286,616 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||