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 Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$158,809,966

+$43,609,153 QoQ

Shares Held

1,646,723

+39.8% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98.93048193290554.ToString("F0")% Shared 0.ToString("F0")% None 1.0695180670944657.ToString("F0")%

Common Shares in SJM Over Time

Shares Held

Position Value (USD)

Derivatives in SJM

reported options exposure · as of Dec 31, 2021

CallValue

$679,100

CallShares

5,000

PutValue

$2,091,628

PutShares

15,400

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $1,699,047,035 across 32 Packaged Foods names. SJM ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	18,698,198	$293,935,672
2	HRL	Hormel Foods Corp /De/	11,986,728	$271,499,389
3	CPB	CAMPBELL'S Co	7,951,510	$177,080,127
4	SJM	J M SMUCKER Co This page	1,646,723	$158,809,966
5	POST	Post Holdings, Inc.	1,392,048	$137,617,865
6	SFD	Smithfield Foods Inc	4,216,930	$117,947,532
7	GIS	General Mills Inc	3,064,186	$114,049,002
8	INGR	Ingredion Inc	624,498	$70,355,944

All Filings in SJM

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+5176.1%	Shares	Sole	2022-08-15
2021-12-31	$679,100	5,000	-67.5%	Call	Sole	2022-02-14
2021-12-31	$2,091,628	15,400	-74.3%	Put	Sole	2022-02-14
2021-12-31	$8,140,507	59,936	+165.2%	Shares	Sole	2022-02-14
2021-09-30	$2,712,678	22,600	-5.8%	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	-4.0%	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	-94.6%	Put	Sole	2021-05-17
2021-03-31	$20,218,608	159,793	+3616.1%	Shares	Sole	2021-05-17
2021-03-31	$544,079	4,300	+10.3%	Call	Sole	2021-05-17
2020-12-31	$450,840	3,900	-99.4%	Put	Sole	2021-02-16
2020-12-31	$70,149,779	606,832	+6221.2%	Shares	Sole	2021-02-16
2020-09-30	$1,108,992	9,600	+433.3%	Put	Sole	2020-11-16
2020-09-30	$207,936	1,800	-99.7%	Call	Sole	2020-11-16
2020-09-30	$78,406,427	678,726	+8830.6%	Shares	Sole	2020-11-16
2020-06-30	$804,156	7,600	-98.6%	Put	Sole	2020-08-14
2020-06-30	$59,489,767	562,232	+10122.4%	Shares	Sole	2020-08-14
2020-06-30	$581,955	5,500	-88.2%	Call	Sole	2020-08-14
2020-03-31	$5,182,368	46,688	+514.3%	Shares	Sole	2020-05-15
2020-03-31	$843,600	7,600	+76.7%	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.