Position in SFD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,088,297
+$2,976,362 QoQ
Shares Held
253,425
+37.6% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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, 2026ExodusPoint Capital Management, LP holds $93,042,944 across 15 Packaged Foods names. SFD ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POST |
Post Holdings, Inc.
|
205,943 | $20,359,524 | |
| 2 | CAG |
Conagra Brands Inc.
|
1,082,503 | $17,016,947 | |
| 3 | JBS |
Jbs N.V.
|
564,297 | $10,134,774 | |
| 4 | MZTI |
Marzetti Co
|
63,764 | $8,820,474 | |
| 5 | SFD |
Smithfield Foods Inc
This page
|
253,425 | $7,088,297 | |
| 6 | KHC |
Kraft Heinz Co
|
306,949 | $6,903,283 | |
| 7 | FRPT |
Freshpet, Inc.
|
102,071 | $6,018,106 | |
| 8 | PPC |
Pilgrims Pride Corp
|
124,182 | $4,689,112 |
All Filings in SFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,088,297 | 253,425 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,111,935 | 184,144 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,644,088 | 69,872 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||