Position in SFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$102,834,864
-$15,112,668 QoQ
Shares Held
4,238,865
+0.5% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2
of 283 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. SFD ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
12,325,712 | $305,924,171 | |
| 2 | CPB |
CAMPBELL'S Co
|
8,046,417 | $179,193,706 | |
| 3 | CAG |
Conagra Brands Inc.
|
13,185,200 | $177,472,792 | |
| 4 | SJM |
J M SMUCKER Co
|
960,763 | $108,085,837 | |
| 5 | SFD |
Smithfield Foods Inc
This page
|
4,238,865 | $102,834,864 | |
| 6 | INGR |
Ingredion Inc
|
840,120 | $79,567,765 | |
| 7 | BRBR |
Bellring Brands, Inc.
|
4,972,303 | $64,341,600 | |
| 8 | POST |
Post Holdings, Inc.
|
639,671 | $56,457,362 |
All Filings in SFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,834,864 | 4,238,865 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||