Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$191,006,170
+$10,657,637 QoQ
Shares Held
1,980,570
+7.4% QoQ
Ownership
1.86%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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
$540,064
CallShares
5,600
PutValue
$270,032
PutShares
2,800
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, 2026Point72 Asset Management, L.P. holds $452,958,420 across 22 Packaged Foods names. SJM ranks #1 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
1,980,570 | $191,006,170 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
2,391,217 | $54,161,065 | |
| 3 | FRPT |
Freshpet, Inc.
|
858,081 | $50,592,455 | |
| 4 | POST |
Post Holdings, Inc.
|
427,198 | $42,232,794 | |
| 5 | DAR |
Darling Ingredients Inc.
|
523,459 | $32,375,939 | |
| 6 | FLO |
Flowers Foods Inc
|
2,995,501 | $24,413,333 | |
| 7 | BRBR |
Bellring Brands, Inc.
|
934,836 | $15,041,511 | |
| 8 | MKC |
Mccormick & Co Inc
|
193,923 | $9,781,476 |
All Filings in SJM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||