TWO SIGMA INVESTMENTS, LP

Position in SJM — J M SMUCKER Co

CIK 1179392 NEW YORK, NY

Back to SJM Full portfolio

Position in SJM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$108,085,837

-$50,724,129 QoQ

Shares Held

960,763

-41.7% QoQ

Ownership

0.899%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#22

of 886 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SJM Over Time

Shares Held

Position Value (USD)

Derivatives in SJM

reported options exposure · as of Jun 30, 2026

CallValue

$292,500

CallShares

2,600

PutValue

$292,500

PutShares

2,600

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 Packaged Foods

Consumer Defensive · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. SJM ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRL	Hormel Foods Corp /De/	12,325,712	$305,924,171
2	CPB	CAMPBELL'S Co	8,046,417	$179,193,706
3	CAG	Conagra Brands Inc.	13,185,200	$177,472,792
4	SJM	J M SMUCKER Co This page	960,763	$108,085,837
5	SFD	Smithfield Foods Inc	4,238,865	$102,834,864
6	INGR	Ingredion Inc	840,120	$79,567,765
7	BRBR	Bellring Brands, Inc.	4,972,303	$64,341,600
8	POST	Post Holdings, Inc.	639,671	$56,457,362

All Filings in SJM

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,500	2,600	-83.1%	Put	Sole	2026-08-14
2026-06-30	$292,500	2,600	-48.0%	Call	Sole	2026-08-14
2026-06-30	$108,085,837	960,763	-41.7%	Shares	Sole	2026-08-14
2026-03-31	$158,809,966	1,646,723	+39.8%	Shares	Sole	2026-05-15
2025-12-31	$115,200,813	1,177,802	-22.9%	Shares	Sole	2026-02-17
2025-09-30	$165,936,673	1,527,962	+6854.4%	Shares	Sole	2025-11-14
2025-06-30	$2,157,552	21,971	-86.1%	Shares	Sole	2025-08-14
2025-03-31	$18,680,953	157,765	-80.2%	Shares	Sole	2025-05-15
2024-12-31	$87,772,687	797,064	+19.5%	Shares	Sole	2025-02-14
2024-09-30	$80,797,193	667,194	-29.2%	Shares	Sole	2024-11-14
2024-06-30	$102,733,671	942,165	+489.3%	Shares	Sole	2024-08-14
2024-03-31	$20,122,962	159,871	-14.1%	Shares	Sole	2024-05-15
2023-12-31	$23,516,790	186,080	-72.8%	Shares	Sole	2024-02-14
2023-09-30	$84,152,420	684,667	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$100,449,711	680,231	+224.5%	Shares	Sole	2023-08-14
2023-03-31	$32,989,630	209,631	-43.1%	Shares	Sole	2023-05-15
2022-12-31	$58,350,993	368,238	+192.9%	Shares	Sole	2023-02-14
2022-09-30	$17,275,322	125,721	-52.3%	Shares	Sole	2022-11-14
2022-06-30	$33,769,934	263,807	+340.1%	Shares	Sole	2022-08-15
2021-12-31	$679,100	5,000	-79.2%	Call	Sole	2022-02-14
2021-12-31	$2,091,628	15,400	-31.9%	Put	Sole	2022-02-14
2021-12-31	$8,140,507	59,936	-62.5%	Shares	Sole	2022-02-14
2021-09-30	$2,712,678	22,600	+50.7%	Put	Sole	2021-11-15
2021-09-30	$2,880,720	24,000	+66.7%	Call	Sole	2021-11-15
2021-06-30	$1,865,808	14,400	+234.9%	Call	Sole	2021-08-16
2021-06-30	$1,943,550	15,000	+72.4%	Put	Sole	2021-08-16
2021-03-31	$1,100,811	8,700	+123.1%	Put	Sole	2021-05-17
2021-03-31	$20,218,608	159,793	-73.7%	Shares	Sole	2021-05-17
2021-03-31	$544,079	4,300	+138.9%	Call	Sole	2021-05-17
2020-12-31	$450,840	3,900	-59.4%	Put	Sole	2021-02-16
2020-12-31	$70,149,779	606,832	-10.6%	Shares	Sole	2021-02-16
2020-09-30	$1,108,992	9,600	+26.3%	Put	Sole	2020-11-16
2020-09-30	$207,936	1,800	-67.3%	Call	Sole	2020-11-16
2020-09-30	$78,406,427	678,726	+20.7%	Shares	Sole	2020-11-16
2020-06-30	$804,156	7,600	0.0%	Put	Sole	2020-08-14
2020-06-30	$59,489,767	562,232	+1104.2%	Shares	Sole	2020-08-14
2020-06-30	$581,955	5,500	+27.9%	Call	Sole	2020-08-14
2020-03-31	$5,182,368	46,688	—	Shares	Sole	2020-05-15
2020-03-31	$843,600	7,600	—	Put	Sole	2020-05-15
2020-03-31	$477,300	4,300	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.