Position in SJM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,298,312
+$3,645,537 QoQ
Shares Held
55,985
+103.5% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#142
of 886 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Oak Thistle LLC holds $13,301,205 across 8 Packaged Foods names. SJM ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
55,985 | $6,298,312 | |
| 2 | FLO |
Flowers Foods Inc
|
166,999 | $1,319,292 | |
| 3 | CPB |
CAMPBELL'S Co
|
57,806 | $1,287,339 | |
| 4 | SFD |
Smithfield Foods Inc
|
47,867 | $1,161,253 | |
| 5 | DAR |
Darling Ingredients Inc.
|
21,057 | $1,150,133 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
21,704 | $937,178 | |
| 7 | INGR |
Ingredion Inc
|
9,407 | $890,936 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
10,345 | $256,762 |
All Filings in SJM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,298,312 | 55,985 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,652,775 | 27,507 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $2,522,452 | 23,227 | Shares | Sole | 2025-10-07 | |
| 2023-09-30 | $1,569,683 | 12,771 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||