Position in SFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$935,101
-$2,821,046 QoQ
Shares Held
38,545
-71.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#107
of 283 holders
Holding Since
Dec 2025
3 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, 2026Numerai GP LLC holds $19,724,798 across 11 Packaged Foods names. SFD ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
200,046 | $4,965,141 | |
| 2 | SJM |
J M SMUCKER Co
|
43,130 | $4,852,125 | |
| 3 | JJSF |
J&J Snack Foods Corp
|
45,924 | $3,373,117 | |
| 4 | MKC |
Mccormick & Co Inc
|
45,074 | $2,272,631 | |
| 5 | SFD |
Smithfield Foods Inc
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|
38,545 | $935,101 | |
| 6 | MZTI |
Marzetti Co
|
8,080 | $922,412 | |
| 7 | MAMA |
Mama's Creations, Inc.
|
38,272 | $683,155 | |
| 8 | FRPT |
Freshpet, Inc.
|
8,097 | $478,694 |
All Filings in SFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,101 | 38,545 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,756,147 | 134,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,826,379 | 171,356 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||