Position in SJM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,108,825
+$787,892 QoQ
Shares Held
27,634
+16.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#213
of 880 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Qsemble Capital Management, LP holds $12,428,063 across 7 Packaged Foods names. SJM ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
27,634 | $3,108,825 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
116,200 | $2,884,084 | |
| 3 | MKC |
Mccormick & Co Inc
|
44,794 | $2,258,513 | |
| 4 | GIS |
General Mills Inc
|
43,180 | $1,502,664 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
31,152 | $1,345,143 | |
| 6 | INGR |
Ingredion Inc
|
11,950 | $1,131,784 | |
| 7 | BRBR |
Bellring Brands, Inc.
|
15,228 | $197,050 |
All Filings in SJM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,108,825 | 27,634 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $2,320,933 | 23,729 | Shares | Sole | 2026-02-05 | |
| 2024-12-31 | $2,259,662 | 20,520 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $3,206,539 | 29,407 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $253,536 | 1,600 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||