Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,065,275
+$1,728,418 QoQ
Shares Held
18,358
+433.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#251
of 880 holders
Holding Since
Dec 2020
18 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 Sep 30, 2024CallValue
$1,961,820
CallShares
16,200
PutValue
$1,453,200
PutShares
12,000
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, 2026TWO SIGMA SECURITIES, LLC holds $4,885,234 across 14 Packaged Foods names. SJM ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
18,358 | $2,065,275 | |
| 2 | CAG |
Conagra Brands Inc.
|
98,138 | $1,320,937 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
19,708 | $489,152 | |
| 4 | KHC |
Kraft Heinz Co
|
13,789 | $325,696 | |
| 5 | JBSS |
Sanfilippo John B & Son Inc
|
3,055 | $262,699 | |
| 6 | POST |
Post Holdings, Inc.
|
2,497 | $220,385 | |
| 7 | WEST |
Westrock Coffee Co
|
15,423 | $125,080 | |
| 8 | LSF |
Laird Superfood, Inc.
|
10,761 | $50,576 |
All Filings in SJM
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,065,275 | 18,358 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $336,857 | 3,444 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $227,465 | 1,921 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $227,618 | 2,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,961,820 | 16,200 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $812,944 | 6,713 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $1,453,200 | 12,000 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $392,544 | 3,600 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $959,552 | 8,800 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $741,253 | 6,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $679,698 | 5,400 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $201,517 | 1,601 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $780,394 | 6,200 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $644,538 | 5,100 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $631,900 | 5,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $367,639 | 2,909 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,622,412 | 13,200 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $633,969 | 5,158 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $282,693 | 2,300 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $799,190 | 5,412 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $443,010 | 3,000 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $443,010 | 3,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $550,795 | 3,500 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $361,951 | 2,300 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $1,473,678 | 9,300 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $602,148 | 3,800 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $228,340 | 1,441 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $961,870 | 7,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $1,126,762 | 8,200 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $256,020 | 2,000 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $307,224 | 2,400 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $259,988 | 2,031 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $446,853 | 3,300 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $609,345 | 4,500 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $218,534 | 1,609 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $388,177 | 3,234 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $369,920 | 3,200 | Call | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||