Position in SFD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,507,471
-$14,631 QoQ
Shares Held
53,896
-20.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026AXQ CAPITAL, LP holds $16,612,651 across 13 Packaged Foods names. SFD ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
27,373 | $2,639,852 | |
| 2 | DAR |
Darling Ingredients Inc.
|
39,178 | $2,423,159 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
121,202 | $1,950,140 | |
| 4 | MKC |
Mccormick & Co Inc
|
37,947 | $1,914,046 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
36,145 | $1,527,487 | |
| 6 | SFD |
Smithfield Foods Inc
This page
|
53,896 | $1,507,471 | |
| 7 | PPC |
Pilgrims Pride Corp
|
31,675 | $1,196,048 | |
| 8 | POST |
Post Holdings, Inc.
|
10,206 | $1,008,965 |
All Filings in SFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,507,471 | 53,896 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,522,102 | 68,164 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,396,308 | 59,468 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||