Position in SFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,815,404
-$1,871,541 QoQ
Shares Held
363,372
-4.9% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#34
of 283 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $33,201,660 across 9 Packaged Foods names. SFD ranks #1 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFD |
Smithfield Foods Inc
This page
|
363,372 | $8,815,404 | |
| 2 | PPC |
Pilgrims Pride Corp
|
237,728 | $6,682,534 | |
| 3 | INGR |
Ingredion Inc
|
56,894 | $5,388,430 | |
| 4 | CENT |
Central Garden & Pet Co
|
90,409 | $3,505,156 | |
| 5 | MZTI |
Marzetti Co
|
26,068 | $2,975,922 | |
| 6 | SENEA |
Seneca Foods Corp
|
12,173 | $2,117,371 | |
| 7 | JJSF |
J&J Snack Foods Corp
|
23,015 | $1,690,451 | |
| 8 | JBSS |
Sanfilippo John B & Son Inc
|
19,065 | $1,639,399 |
All Filings in SFD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,815,404 | 363,372 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,686,945 | 382,086 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,680,693 | 343,963 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||