Position in SJM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$386,531
-$107,800 QoQ
Shares Held
4,008
-20.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
9 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 Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$4,739,250
PutShares
37,500
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, 2026Centiva Capital, LP holds $5,158,426 across 11 Packaged Foods names. SJM ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
34,076 | $1,718,793 | |
| 2 | BRBR |
Bellring Brands, Inc.
|
55,406 | $891,482 | |
| 3 | CAG |
Conagra Brands Inc.
|
50,910 | $800,305 | |
| 4 | NOMD |
Nomad Foods Ltd
|
55,083 | $529,347 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
4,008 | $386,531 | |
| 6 | DAR |
Darling Ingredients Inc.
|
5,757 | $356,070 | |
| 7 | UTZ |
Utz Brands, Inc.
|
20,670 | $163,706 | |
| 8 | SMPL |
Simply Good Foods Co
|
11,184 | $160,490 |
All Filings in SJM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,531 | 4,008 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $494,331 | 5,054 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $2,146,778 | 19,688 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $4,739,250 | 37,500 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $57,376 | 454 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,011,303 | 8,228 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,999,700 | 12,707 | Shares | Other | 2023-05-15 | |
| 2021-12-31 | $490,853 | 3,614 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $371,218 | 2,865 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $341,823 | 2,959 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||