Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,943,325
+$15,466,511 QoQ
Shares Held
1,137,274
-2.5% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#19
of 886 holders
Holding Since
Mar 2020
21 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 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 Jun 30, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. SJM ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in SJM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,943,325 | 1,137,274 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||