JACOBS LEVY EQUITY MANAGEMENT, INC
Position in SFD — Smithfield Foods Inc
CIK 884414
FLORHAM PARK, NJ
Position in SFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,292,179
-$20,604,044 QoQ
Shares Held
836,446
-42.8% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#13
of 283 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $75,378,218 across 11 Packaged Foods names. SFD ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
454,392 | $24,818,891 | |
| 2 | SFD |
Smithfield Foods Inc
This page
|
836,446 | $20,292,179 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
389,194 | $16,805,396 | |
| 4 | NATR |
Natures Sunshine Products Inc
|
214,189 | $4,669,320 | |
| 5 | USNA |
Usana Health Sciences Inc
|
180,567 | $3,855,105 | |
| 6 | HLF |
Herbalife Ltd.
|
154,989 | $2,038,105 | |
| 7 | MZTI |
Marzetti Co
|
9,363 | $1,068,880 | |
| 8 | CENT |
Central Garden & Pet Co
|
16,907 | $655,484 |
All Filings in SFD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,292,179 | 836,446 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||