JACOBS LEVY EQUITY MANAGEMENT, INC
Position in SFD — Smithfield Foods Inc
CIK 884414
FLORHAM PARK, NJ
Position in SFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,896,223
+$6,046,976 QoQ
Shares Held
1,462,146
-6.3% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 74.98232050698084.ToString("F0")%
Shared 0.ToString("F0")%
None 25.017679493019163.ToString("F0")%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $93,125,061 across 10 Packaged Foods names. SFD ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFD |
Smithfield Foods Inc
This page
|
1,462,146 | $40,896,223 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
|
398,761 | $16,851,639 | |
| 3 | MZTI |
Marzetti Co
|
76,176 | $10,537,426 | |
| 4 | DAR |
Darling Ingredients Inc.
|
126,755 | $7,839,796 | |
| 5 | PPC |
Pilgrims Pride Corp
|
123,880 | $4,677,708 | |
| 6 | NATR |
Natures Sunshine Products Inc
|
191,687 | $4,598,571 | |
| 7 | USNA |
Usana Health Sciences Inc
|
192,976 | $3,371,290 | |
| 8 | HLF |
Herbalife Ltd.
|
175,867 | $2,588,762 |
All Filings in SFD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,896,223 | 1,462,146 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,849,247 | 1,560,647 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,461,141 | 1,212,144 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,172,574 | 177,330 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||