Position in SJM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,865,675
+$17,865,675 QoQ
Shares Held
158,806
Ownership
0.149%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#70
of 880 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Derivatives in SJM
reported options exposure · as of Jun 30, 2026CallValue
$2,340,000
CallShares
20,800
PutValue
$0
PutShares
0
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, 2026CAPITAL FUND MANAGEMENT S.A. holds $115,696,016 across 14 Packaged Foods names. SJM ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRBR |
Bellring Brands, Inc.
|
2,002,507 | $25,912,440 | |
| 2 | MKC |
Mccormick & Co Inc
|
414,313 | $20,889,661 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
158,806 | $17,865,675 | |
| 4 | FRPT |
Freshpet, Inc.
|
205,243 | $12,133,966 | |
| 5 | CAG |
Conagra Brands Inc.
|
644,346 | $8,672,897 | |
| 6 | POST |
Post Holdings, Inc.
|
79,502 | $7,016,846 | |
| 7 | KHC |
Kraft Heinz Co
|
204,408 | $4,828,116 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
170,820 | $4,239,752 |
All Filings in SJM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,865,675 | 158,806 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $2,340,000 | 20,800 | Call | Sole | 2026-08-13 | |
| 2025-12-31 | $2,102,915 | 21,500 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $2,533,279 | 25,900 | Call | Sole | 2026-02-17 | |
| 2025-06-30 | $2,612,120 | 26,600 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $3,063,840 | 31,200 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $3,943,053 | 33,300 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $2,936,568 | 24,800 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $4,558,968 | 41,400 | Put | Sole | 2025-02-13 | |
| 2024-12-31 | $8,093,820 | 73,500 | Call | Sole | 2025-02-13 | |
| 2024-09-30 | $10,995,880 | 90,800 | Put | Sole | 2024-11-13 | |
| 2024-09-30 | $15,234,380 | 125,800 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $20,935,680 | 192,000 | Put | Sole | 2024-08-13 | |
| 2024-06-30 | $22,265,968 | 204,200 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $15,645,641 | 124,300 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $14,689,029 | 116,700 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $12,511,620 | 99,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $12,966,588 | 102,600 | Call | Sole | 2024-02-14 | |
| 2021-06-30 | $1,386,399 | 10,700 | Put | Sole | 2021-08-12 | |
| 2021-06-30 | $2,008,335 | 15,500 | Call | Sole | 2021-08-12 | |
| 2021-06-30 | $1,847,279 | 14,257 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,543,666 | 12,200 | Call | Sole | 2021-05-14 | |
| 2020-06-30 | $1,160,841 | 10,971 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $233,100 | 2,100 | Put | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||