Neo Ivy Capital Management

Position in SJM — J M SMUCKER Co

CIK 1727783 NEW YORK, NY

Position in SJM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,408,275

+$75,282 QoQ

Shares Held

12,518

-9.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#283

of 880 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Neo Ivy Capital Management holds $3,846,921 across 4 Packaged Foods names. SJM ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	58,526	$2,036,704
2	SJM	J M SMUCKER Co This page	12,518	$1,408,275
3	CPB	CAMPBELL'S Co	17,974	$400,280
4	HRL	Hormel Foods Corp /De/	67	$1,662

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,408,275	12,518	-9.4%	Shares	Sole	2026-08-14
2026-03-31	$1,332,993	13,822	+50.5%	Shares	Sole	2026-05-15
2025-09-30	$997,165	9,182	+95.2%	Shares	Sole	2025-11-12
2025-03-31	$557,000	4,704	+43.5%	Shares	Sole	2025-05-06
2024-12-31	$361,083	3,279	-90.2%	Shares	Sole	2025-02-18
2024-06-30	$3,658,073	33,548	+1275.5%	Shares	Sole	2024-07-19
2023-06-30	$360,167	2,439	-46.5%	Shares	Sole	2023-08-16
2022-12-31	$722,577	4,560	+1045.7%	Shares	Sole	2023-03-27
2022-06-30	$50,947	398	+99.0%	Shares	Sole	2022-08-16
2021-12-31	$27,164	200	-59.3%	Shares	Sole	2022-02-15
2021-09-30	$59,054	492	-10.7%	Shares	Sole	2021-11-16
2021-06-30	$71,393	551	-49.8%	Shares	Sole	2021-08-16
2020-12-31	$126,813	1,097	+130.5%	Shares	Sole	2021-02-16
2020-09-30	$54,987	476	-3.3%	Shares	Sole	2020-11-17
2020-06-30	$52,058	492	+221.6%	Shares	Sole	2020-08-17
2020-03-31	$16,983	153	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.