Position in SFM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,646,868
+$13,060 QoQ
Shares Held
34,317
+3.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 61.58755135938456.ToString("F0")%
Shared 0.ToString("F0")%
None 38.41244864061544.ToString("F0")%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Derivatives in SFM
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$2,589,600
PutShares
80,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $78,703,793 across 4 Grocery Stores names. SFM ranks #3 (3.4% of the industry book) .
All Filings in SFM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,646,868 | 34,317 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,633,808 | 33,059 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $7,429,950 | 68,290 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,502,900 | 69,867 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $9,780,253 | 64,074 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,356,716 | 57,895 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,849,564 | 89,209 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,597,904 | 186,444 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,886,241 | 184,340 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,466,598 | 259,127 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $9,266,113 | 216,498 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $785,580 | 21,388 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $917,890 | 26,203 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $729,910 | 22,549 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $2,589,600 | 80,000 | Put | Defined | 2023-02-01 | |
| 2022-09-30 | $537,876 | 19,383 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $555,139 | 21,925 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $564,157 | 17,641 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $674,032 | 22,710 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,148,522 | 308,525 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,859,148 | 356,505 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $10,440,842 | 392,218 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $1,331,000 | 50,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $11,413,461 | 567,834 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,895,264 | 616,114 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $17,543,196 | 685,549 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $13,995,294 | 752,840 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||