Walnut Level Capital LLC

Position in SFD — Smithfield Foods Inc

CIK 1803088 DENVER, CO

Position in SFD

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

Position Value

$1,424,092

-$7,081,739 QoQ

Shares Held

50,915

-86.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Walnut Level Capital LLC holds $18,947,658 across 4 Packaged Foods names. SFD ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAR	Darling Ingredients Inc.	234,533	$14,505,866
2	PPC	Pilgrims Pride Corp	65,000	$2,454,400
3	SFD	Smithfield Foods Inc This page	50,915	$1,424,092
4	INGR	Ingredion Inc	5,000	$563,300

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,424,092	50,915	-86.6%	Shares	Sole	2026-05-15
2025-12-31	$8,505,831	380,915	+231.8%	Shares	Sole	2026-02-17
2025-06-30	$2,701,244	114,800	+129.6%	Shares	Sole	2025-08-14
2025-03-31	$1,019,500	50,000	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.