Position in SFD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$384,671
+$353,923 QoQ
Shares Held
13,753
+898.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $104,029,869 across 42 Packaged Foods names. SFD ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
527,766 | $19,643,450 | |
| 2 | SJM |
J M SMUCKER Co
|
201,307 | $19,414,047 | |
| 3 | KHC |
Kraft Heinz Co
|
811,859 | $18,258,708 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
680,002 | $15,402,045 | |
| 5 | DAR |
Darling Ingredients Inc.
|
98,710 | $6,105,213 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
90,790 | $3,836,785 | |
| 7 | CAG |
Conagra Brands Inc.
|
222,256 | $3,493,864 | |
| 8 | INGR |
Ingredion Inc
|
28,777 | $3,242,016 |
All Filings in SFD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,671 | 13,753 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,748 | 1,377 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $38,859 | 1,655 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $30,212 | 1,284 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||