Position in SFD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,899,466
-$5,319,669 QoQ
Shares Held
1,067,579
-4.4% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
#10
of 283 holders
Holding Since
Jun 2025
5 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, 2026Fourth Sail Capital LP holds $53,825,986 across 2 Packaged Foods names. SFD ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
1,125,162 | $27,926,520 | |
| 2 | SFD |
Smithfield Foods Inc
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|
1,067,579 | $25,899,466 |
All Filings in SFD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,899,466 | 1,067,579 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $31,219,135 | 1,116,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,470,022 | 1,140,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,047,521 | 981,581 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,423,542 | 782,981 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||