Position in SFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$741,094
-$181,300 QoQ
Shares Held
30,548
-7.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#120
of 283 holders
Holding Since
Mar 2025
6 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, 2026DARK FOREST CAPITAL MANAGEMENT LP holds $22,557,861 across 11 Packaged Foods names. SFD ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
409,174 | $5,507,482 | |
| 2 | MZTI |
Marzetti Co
|
36,504 | $4,167,296 | |
| 3 | SJM |
J M SMUCKER Co
|
31,684 | $3,564,450 | |
| 4 | CPB |
CAMPBELL'S Co
|
135,678 | $3,021,549 | |
| 5 | UTZ |
Utz Brands, Inc.
|
222,520 | $1,713,404 | |
| 6 | HLF |
Herbalife Ltd.
|
88,786 | $1,167,535 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
46,005 | $1,141,844 | |
| 8 | SFD |
Smithfield Foods Inc
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|
30,548 | $741,094 |
All Filings in SFD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,094 | 30,548 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $922,394 | 32,978 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,514,657 | 202,179 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,254,471 | 223,785 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $691,452 | 29,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,327,021 | 65,082 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||