Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,595,862
-$113,410,308 QoQ
Shares Held
689,741
-65.2% QoQ
Ownership
0.646%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#30
of 880 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Derivatives in SJM
reported options exposure · as of Jun 30, 2026CallValue
$7,132,500
CallShares
63,400
PutValue
$4,792,500
PutShares
42,600
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, 2026Point72 Asset Management, L.P. holds $219,128,012 across 20 Packaged Foods names. SJM ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
689,741 | $77,595,862 | |
| 2 | DAR |
Darling Ingredients Inc.
|
1,145,141 | $62,547,601 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
2,912,288 | $37,685,006 | |
| 4 | JJSF |
J&J Snack Foods Corp
|
127,169 | $9,340,563 | |
| 5 | UTZ |
Utz Brands, Inc.
|
1,043,982 | $8,038,661 | |
| 6 | SFD |
Smithfield Foods Inc
|
218,089 | $5,290,839 | |
| 7 | NOMD |
Nomad Foods Ltd
|
404,970 | $4,434,421 | |
| 8 | JBSS |
Sanfilippo John B & Son Inc
|
37,961 | $3,264,266 |
All Filings in SJM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,792,500 | 42,600 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $7,132,500 | 63,400 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $77,595,862 | 689,741 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $191,006,170 | 1,980,570 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $540,064 | 5,600 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $270,032 | 2,800 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $254,306 | 2,600 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $180,348,533 | 1,843,866 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,007,443 | 10,300 | Call | Defined | 2026-02-17 | |
| 2024-09-30 | $51,794,348 | 427,699 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $95,122,897 | 872,367 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $165,914,785 | 1,318,144 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $86,026,866 | 680,700 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $381,021 | 3,100 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,334,262 | 29,351 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,759,361 | 112,851 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $125,896 | 800 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $10,854,510 | 68,500 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $41,972,708 | 305,456 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $19,247,041 | 142,139 | Shares | Defined | 2022-05-16 | |
| 2021-03-31 | $22,750,473 | 179,803 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||