Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$857,448
+$167,692 QoQ
Shares Held
8,891
+26.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026&PARTNERS holds $31,287,061 across 15 Packaged Foods names. SJM ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
387,233 | $19,532,032 | |
| 2 | GIS |
General Mills Inc
|
65,963 | $2,455,142 | |
| 3 | DAR |
Darling Ingredients Inc.
|
29,997 | $1,855,314 | |
| 4 | INGR |
Ingredion Inc
|
15,705 | $1,769,325 | |
| 5 | KHC |
Kraft Heinz Co
|
72,564 | $1,631,964 | |
| 6 | SJM |
J M SMUCKER Co
This page
|
8,891 | $857,448 | |
| 7 | POST |
Post Holdings, Inc.
|
8,636 | $853,754 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
9,723 | $410,893 |
All Filings in SJM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $857,448 | 8,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $689,756 | 7,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $800,273 | 7,369 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $698,889 | 7,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,377,937 | 11,637 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,166,721 | 10,595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,014,696 | 8,379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $477,159 | 4,376 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $477,676 | 3,795 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $423,499 | 3,351 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||