Position in SFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,219,135
+$5,749,113 QoQ
Shares Held
1,116,165
-2.1% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
5.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Fourth Sail Capital LP holds $54,273,709 across 2 Packaged Foods names. SFD ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFD |
Smithfield Foods Inc
This page
|
1,116,165 | $31,219,135 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
1,017,862 | $23,054,574 |
All Filings in SFD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||