PICTON MAHONEY ASSET MANAGEMENT

Position in SJM — J M SMUCKER Co

CIK 1539041 Toronto, A6

Back to SJM Full portfolio

Position in SJM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,999,450

-$2,156,812 QoQ

Shares Held

88,884

-29.5% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#111

of 886 holders

Holding Since

Mar 2026

2 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 Mar 31, 2026

CallValue

$23,145,600

CallShares

240,000

PutValue

PutShares

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, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $15,617,253 across 6 Packaged Foods names. SJM ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	88,884	$9,999,450
2	HLF	Herbalife Ltd.	206,446	$2,714,764
3	KHC	Kraft Heinz Co	103,314	$2,440,276
4	DAR	Darling Ingredients Inc.	8,410	$459,354
5	INGR	Ingredion Inc	36	$3,409
6	BRLS	Borealis Foods Inc.	75,000	$0

All Filings in SJM

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,999,450	88,884	-29.5%	Shares	Sole	2026-08-13
2026-03-31	$23,145,600	240,000	—	Call	Sole	2026-05-13
2026-03-31	$12,156,262	126,050	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.