Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,629,025
-$15,502,040 QoQ
Shares Held
112,258
-61.5% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 886 holders
Holding Since
Mar 2020
26 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, 2026CallValue
$888,750
CallShares
7,900
PutValue
$3,757,500
PutShares
33,400
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 Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $455,047,761 across 37 Packaged Foods names. SJM ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
1,763,880 | $61,383,024 | |
| 2 | CAG |
Conagra Brands Inc.
|
4,454,751 | $59,960,948 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
4,538,917 | $58,733,585 | |
| 4 | OFRM |
Once Upon a Farm, PBC
|
2,056,490 | $42,116,915 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
1,371,268 | $34,034,871 | |
| 6 | POST |
Post Holdings, Inc.
|
283,969 | $25,063,103 | |
| 7 | SFD |
Smithfield Foods Inc
|
926,610 | $22,479,558 | |
| 8 | INGR |
Ingredion Inc
|
233,145 | $22,081,162 |
All Filings in SJM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,757,500 | 33,400 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $888,750 | 7,900 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $12,629,025 | 112,258 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,131,065 | 291,695 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $4,175,852 | 43,300 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $4,542,324 | 47,100 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $4,059,115 | 41,500 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $133,735,515 | 1,367,299 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $5,232,835 | 53,500 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $170,958,663 | 1,574,205 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $6,939,540 | 63,900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $3,974,760 | 36,600 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $207,544,030 | 2,113,483 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $3,682,500 | 37,500 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $1,738,140 | 17,700 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $40,471,235 | 341,789 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $3,043,137 | 25,700 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $10,277,988 | 86,800 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $2,697,940 | 24,500 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $100,700,445 | 914,461 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,927,100 | 17,500 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $2,119,250 | 17,500 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $19,077,246 | 157,533 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $617,610 | 5,100 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $131,117,983 | 1,202,476 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $2,933,176 | 26,900 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $181,498,875 | 1,441,955 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $30,284,322 | 240,600 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $1,900,637 | 15,100 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $1,074,230 | 8,500 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $146,443,077 | 1,158,752 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,845,148 | 14,600 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $1,855,941 | 15,100 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $3,220,242 | 26,200 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $21,927,881 | 178,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $885,724 | 5,998 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $1,447,166 | 9,800 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $9,014,468 | 57,282 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,595,691 | 350,850 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $82,372,210 | 599,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,743,110 | 154,231 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,385,399 | 61,926 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,046,352 | 147,595 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,554,478 | 54,607 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,265,121 | 9,764 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $259,140 | 2,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $1,284,659 | 10,153 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,363,780 | 55,050 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,494,654 | 21,595 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,204,760 | 115,346 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||