Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$112,476,814
-$42,360,425 QoQ
Shares Held
1,166,288
-26.3% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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)
Derivatives in SJM
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$451,492
PutShares
4,100
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, 2026Balyasny Asset Management L.P. holds $473,765,008 across 24 Packaged Foods names. SJM ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
1,166,288 | $112,476,814 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,400,609 | $82,579,906 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,575,982 | $79,492,532 | |
| 4 | DAR |
Darling Ingredients Inc.
|
1,114,648 | $68,940,978 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
1,536,160 | $24,716,814 | |
| 6 | UTZ |
Utz Brands, Inc.
|
2,623,324 | $20,776,725 | |
| 7 | KHC |
Kraft Heinz Co
|
829,235 | $18,649,495 | |
| 8 | SFD |
Smithfield Foods Inc
|
564,891 | $15,800,000 |
All Filings in SJM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,476,814 | 1,166,288 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $154,837,239 | 1,583,041 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $209,513,943 | 1,929,226 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $221,139,918 | 2,251,934 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $183,364,042 | 1,548,552 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $451,492 | 4,100 | Put | Sole | 2025-02-14 | |
| 2024-03-31 | $58,290,900 | 463,104 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $48,933,830 | 387,196 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,804,640 | 340,124 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,511,747 | 355,602 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $84,794,260 | 538,821 | Shares | Other | 2023-05-15 | |
| 2023-03-31 | $3,147,400 | 20,000 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $83,771,145 | 528,658 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $4,809,350 | 35,000 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $20,730,771 | 150,868 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $28,629,563 | 223,651 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $69,873,997 | 516,018 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $47,764,362 | 351,674 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $17,301,611 | 133,531 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,957,662 | 197,247 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $20,738,971 | 196,002 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,627,472 | 104,752 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||