Position in SJM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$96,904,912
+$21,363,460 QoQ
Shares Held
861,377
+10.0% QoQ
Ownership
0.806%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#27
of 886 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $1,175,762,966 across 16 Packaged Foods names. SJM ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
2,266,331 | $214,644,209 | |
| 2 | KHC |
Kraft Heinz Co
|
7,814,107 | $184,569,207 | |
| 3 | SFD |
Smithfield Foods Inc
|
7,114,029 | $172,586,343 | |
| 4 | GIS |
General Mills Inc
|
4,165,170 | $144,947,916 | |
| 5 | CENT |
Central Garden & Pet Co
|
2,514,207 | $97,475,805 | |
| 6 | SJM |
J M SMUCKER Co
This page
|
861,377 | $96,904,912 | |
| 7 | CPB |
CAMPBELL'S Co
|
4,268,904 | $95,068,492 | |
| 8 | CAG |
Conagra Brands Inc.
|
5,666,061 | $76,265,181 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,904,912 | 861,377 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $75,541,452 | 783,300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $69,337,509 | 708,900 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $87,900,840 | 809,400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $136,671,814 | 1,391,770 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $163,325,281 | 1,379,320 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $102,345,528 | 929,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,042,274 | 25,122 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,916,934 | 35,922 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,834,289 | 38,407 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $19,513,956 | 154,407 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,990,455 | 154,507 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,126,155 | 156,607 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $181,677,527 | 1,154,461 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $263,854,915 | 1,665,120 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $286,829,496 | 2,087,399 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $274,366,265 | 2,143,319 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $373,843,719 | 2,760,828 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $454,040,148 | 3,342,955 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $416,588,721 | 3,470,705 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $453,068,714 | 3,496,710 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $442,617,123 | 3,498,120 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $440,666,853 | 3,811,997 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $469,749,026 | 4,066,387 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $415,144,794 | 3,923,493 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $440,101,458 | 3,964,878 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||