Position in SFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,800,000
-$8,523,309 QoQ
Shares Held
564,891
-48.1% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Balyasny Asset Management L.P. holds $473,765,008 across 24 Packaged Foods names. SFD ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,166,288 | $112,476,814 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,400,609 | $82,579,906 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,575,982 | $79,492,532 | |
| 4 | DAR |
Darling Ingredients Inc.
|
1,114,648 | $68,940,978 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
1,536,160 | $24,716,814 | |
| 6 | UTZ |
Utz Brands, Inc.
|
2,623,324 | $20,776,725 | |
| 7 | KHC |
Kraft Heinz Co
|
829,235 | $18,649,495 | |
| 8 | SFD |
Smithfield Foods Inc
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|
564,891 | $15,800,000 |
All Filings in SFD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,800,000 | 564,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,323,309 | 1,089,266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,084,455 | 1,664,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,199,659 | 220,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,221,684 | 599,396 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||