HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
Position in SJM — J M SMUCKER Co
CIK 1164833
Los Angeles, CA
Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$211,210,929
+$9,954,139 QoQ
Shares Held
2,190,076
+6.4% QoQ
Ownership
2.05%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 95.92708198254307.ToString("F0")%
Shared 0.ToString("F0")%
None 4.072918017456929.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $704,993,676 across 11 Packaged Foods names. SJM ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
15,268,339 | $343,384,944 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
2,190,076 | $211,210,929 | |
| 3 | CAG |
Conagra Brands Inc.
|
4,804,197 | $75,521,976 | |
| 4 | BRBR |
Bellring Brands, Inc.
|
739,944 | $11,905,698 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
281,250 | $11,885,625 | |
| 6 | SMPL |
Simply Good Foods Co
|
781,860 | $11,219,691 | |
| 7 | JBSS |
Sanfilippo John B & Son Inc
|
137,747 | $10,927,469 | |
| 8 | HLF |
Herbalife Ltd.
|
645,850 | $9,506,912 |
All Filings in SJM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,210,929 | 2,190,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $201,256,790 | 2,057,630 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,735,692 | 513,220 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||