Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,640,051
+$38,060,796 QoQ
Shares Held
535,463
+285.7% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$327,896
PutShares
3,400
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 Mar 31, 2026Verition Fund Management LLC holds $87,967,416 across 16 Packaged Foods names. SJM ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
535,463 | $51,640,051 | |
| 2 | MKC |
Mccormick & Co Inc
|
171,271 | $8,638,909 | |
| 3 | ENHA |
Enhanced Group Inc.
|
649,148 | $6,601,835 | |
| 4 | KHC |
Kraft Heinz Co
|
282,375 | $6,350,613 | |
| 5 | FRPT |
Freshpet, Inc.
|
107,275 | $6,324,934 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
78,260 | $3,307,267 | |
| 7 | SFD |
Smithfield Foods Inc
|
58,076 | $1,624,385 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
50,000 | $804,500 |
All Filings in SJM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,896 | 3,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $51,640,051 | 535,463 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,579,255 | 138,833 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $342,335 | 3,500 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $919,414 | 9,400 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $380,100 | 3,500 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $1,020,840 | 9,400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $11,508,450 | 105,971 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,554,675 | 433,347 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,175,097 | 119,712 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,579,335 | 195,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,355,742 | 176,348 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,165,931 | 129,915 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,708,685 | 13,575 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,616,914 | 36,532 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,773,980 | 18,785 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $870,413 | 5,531 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $630,195 | 3,977 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $325,936 | 2,372 | Shares | Sole | 2023-01-18 | |
| 2022-06-30 | $679,605 | 5,309 | Shares | Sole | 2022-08-30 | |
| 2021-09-30 | $338,724 | 2,822 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $219,102 | 1,691 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $581,874 | 5,037 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $384,936 | 3,638 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||