Position in SJM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$66,082,836
-$511,499,503 QoQ
Shares Held
587,403
-90.2% QoQ
Ownership
0.551%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Derivatives in SJM
reported options exposure · as of Mar 31, 2026CallValue
$17,089,168
CallShares
177,200
PutValue
$3,703,296
PutShares
38,400
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, 2026UBS Group AG holds $1,925,067,895 across 58 Packaged Foods names. SJM ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
18,975,267 | $448,195,805 | |
| 2 | GIS |
General Mills Inc
|
11,982,190 | $416,980,210 | |
| 3 | CPB |
CAMPBELL'S Co
|
6,471,754 | $144,125,959 | |
| 4 | MKC |
Mccormick & Co Inc
|
2,226,507 | $112,260,590 | |
| 5 | POST |
Post Holdings, Inc.
|
1,167,906 | $103,079,382 | |
| 6 | DAR |
Darling Ingredients Inc.
|
1,635,846 | $89,349,907 | |
| 7 | SJM |
J M SMUCKER Co
This page
|
587,403 | $66,082,836 | |
| 8 | INGR |
Ingredion Inc
|
634,659 | $60,108,553 |
All Filings in SJM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,082,836 | 587,403 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $577,582,339 | 5,989,033 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $3,703,296 | 38,400 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $17,089,168 | 177,200 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $383,834,021 | 3,924,282 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $125,837,316 | 1,158,723 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $148,987,173 | 1,517,181 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $150,585,429 | 1,271,729 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $101,699,010 | 923,529 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $32,838,925 | 271,172 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,372,504 | 40,100 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $23,747,274 | 217,785 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,302,437 | 185,131 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $29,858,031 | 236,256 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $48,843,203 | 397,390 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $38,714,199 | 262,167 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $34,916,781 | 221,877 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $30,041,321 | 189,583 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $10,002,760 | 72,795 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $19,634,812 | 153,385 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $25,830,268 | 190,756 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $34,159,952 | 251,509 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $28,238,496 | 235,262 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $86,767,845 | 669,660 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $53,276,340 | 421,057 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,632,887 | 91,980 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,103,546 | 130,744 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,716,900 | 139,088 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $20,151,051 | 181,541 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||