Position in SFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$117,947,532
+$86,635,111 QoQ
Shares Held
4,216,930
+200.7% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 98.22382633811802.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7761736618819852.ToString("F0")%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,699,047,035 across 32 Packaged Foods names. SFD ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
18,698,198 | $293,935,672 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
11,986,728 | $271,499,389 | |
| 3 | CPB |
CAMPBELL'S Co
|
7,951,510 | $177,080,127 | |
| 4 | SJM |
J M SMUCKER Co
|
1,646,723 | $158,809,966 | |
| 5 | POST |
Post Holdings, Inc.
|
1,392,048 | $137,617,865 | |
| 6 | SFD |
Smithfield Foods Inc
This page
|
4,216,930 | $117,947,532 | |
| 7 | GIS |
General Mills Inc
|
3,064,186 | $114,049,002 | |
| 8 | INGR |
Ingredion Inc
|
624,498 | $70,355,944 |
All Filings in SFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,947,532 | 4,216,930 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,312,421 | 1,402,258 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,661,623 | 496,662 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,233,114 | 94,905 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,785,511 | 87,568 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||