Voleon Capital Management LP

Position in SFD — Smithfield Foods Inc

CIK 1479847 BERKELEY, CA

Position in SFD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$480,328

-$361,334 QoQ

Shares Held

17,173

-54.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Voleon Capital Management LP holds $4,248,291 across 5 Packaged Foods names. SFD ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRBR	Bellring Brands, Inc.	169,391	$2,725,501
2	MZTI	Marzetti Co	4,941	$683,488
3	SFD	Smithfield Foods Inc This page	17,173	$480,328
4	SMPL	Simply Good Foods Co	12,810	$183,823
5	NOMD	Nomad Foods Ltd	18,226	$175,151

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$480,328	17,173	-54.4%	Shares	Sole	2026-05-15
2025-12-31	$841,662	37,692	-15.3%	Shares	Sole	2026-02-17
2025-09-30	$1,044,766	44,496	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.