TWINBEECH CAPITAL LP

Position in SFD — Smithfield Foods Inc

CIK 1769646 PURCHASE, NY

Position in SFD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,271,224

+$533,754 QoQ

Shares Held

52,400

+58.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#92

of 282 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

TWINBEECH CAPITAL LP holds $2,699,564 across 4 Packaged Foods names. SFD ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFD	Smithfield Foods Inc This page	52,400	$1,271,224
2	JJSF	J&J Snack Foods Corp	11,700	$859,365
3	CAG	Conagra Brands Inc.	24,397	$328,383
4	HLF	Herbalife Ltd.	18,296	$240,592

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,271,224	52,400	+58.7%	Shares	Sole	2026-08-14
2025-12-31	$737,470	33,026	-30.8%	Shares	Sole	2026-02-17
2025-09-30	$1,120,911	47,739	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.