Position in SJM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,156,262
New position
Shares Held
126,050
first reported quarter
Ownership
0.118%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in SJM
reported options exposure · as of Mar 31, 2026CallValue
$23,145,600
CallShares
240,000
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 Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $15,053,705 across 7 Packaged Foods names. SJM ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
126,050 | $12,156,262 | |
| 2 | INGR |
Ingredion Inc
|
14,077 | $1,585,914 | |
| 3 | ENHA |
Enhanced Group Inc.
|
100,000 | $1,017,000 | |
| 4 | DAR |
Darling Ingredients Inc.
|
4,725 | $292,241 | |
| 5 | PPC |
Pilgrims Pride Corp
|
27 | $1,019 | |
| 6 | KHC |
Kraft Heinz Co
|
32 | $719 | |
| 7 | CAG |
Conagra Brands Inc.
|
35 | $550 |
All Filings in SJM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||