Waterloo Capital, L.P.

Position in SJM — J M SMUCKER Co

CIK 1730942 Austin, TX

Position in SJM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$565,875

+$43,653 QoQ

Shares Held

5,030

-7.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#413

of 880 holders

Holding Since

Mar 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Waterloo Capital, L.P. holds $883,680 across 3 Packaged Foods names. SJM ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	5,030	$565,875
2	GIS	General Mills Inc	6,632	$230,793
3	WEST	Westrock Coffee Co	10,729	$87,012

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$565,875	5,030	-7.1%	Shares	Sole	2026-07-29
2026-03-31	$522,222	5,415	+49.3%	Shares	Sole	2026-05-12
2025-12-31	$354,659	3,626	+155.0%	Shares	Sole	2026-02-10
2023-03-31	$223,780	1,422	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.