Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,345,312
-$1,261,393 QoQ
Shares Held
118,625
-21.7% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#91
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)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Gotham Asset Management, LLC holds $480,776,721 across 22 Packaged Foods names. SJM ranks #14 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
2,262,103 | $78,721,184 | |
| 2 | MKC |
Mccormick & Co Inc
|
1,090,454 | $54,980,690 | |
| 3 | FLO |
Flowers Foods Inc
|
6,650,995 | $52,542,860 | |
| 4 | CPB |
CAMPBELL'S Co
|
1,829,112 | $40,734,324 | |
| 5 | CAG |
Conagra Brands Inc.
|
2,558,417 | $34,436,292 | |
| 6 | KHC |
Kraft Heinz Co
|
1,367,832 | $32,308,191 | |
| 7 | PPC |
Pilgrims Pride Corp
|
1,092,233 | $30,702,669 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
681,672 | $29,434,596 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,345,312 | 118,625 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,606,705 | 151,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,834,533 | 28,980 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,790,301 | 80,942 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,447,910 | 65,661 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,385,977 | 87,712 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,607,970 | 78,169 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,938,666 | 57,297 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,799,177 | 44,013 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,170,287 | 25,187 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,807,141 | 109,251 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,920,049 | 113,254 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,476,933 | 84,492 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,767,595 | 23,941 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,689,500 | 10,662 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,483,340 | 10,795 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,495,028 | 11,679 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $939,068 | 6,935 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $877,804 | 6,463 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,028,297 | 8,567 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,590,297 | 43,145 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,286,736 | 57,589 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,095,754 | 78,683 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,817,582 | 84,986 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,918,291 | 74,835 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,383,500 | 48,500 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||