Position in SFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,479,558
-$8,210,412 QoQ
Shares Held
926,610
-15.6% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 283 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $455,044,512 across 37 Packaged Foods names. SFD ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
1,763,880 | $61,383,024 | |
| 2 | CAG |
Conagra Brands Inc.
|
4,454,751 | $59,960,948 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
4,538,917 | $58,733,585 | |
| 4 | OFRM |
Once Upon a Farm, PBC
|
2,056,490 | $42,116,915 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
1,371,268 | $34,034,871 | |
| 6 | POST |
Post Holdings, Inc.
|
283,969 | $25,063,103 | |
| 7 | SFD |
Smithfield Foods Inc
This page
|
926,610 | $22,479,558 | |
| 8 | INGR |
Ingredion Inc
|
233,145 | $22,081,162 |
All Filings in SFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,479,558 | 926,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,689,970 | 1,097,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,217,820 | 2,651,940 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $85,342,967 | 3,634,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,095,125 | 1,873,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,686,738 | 2,289,688 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||