DARK FOREST CAPITAL MANAGEMENT LP

Position in SJM — J M SMUCKER Co

CIK 1853322 NEW YORK, NY

Position in SJM

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

Position Value

$3,564,450

+$907,914 QoQ

Shares Held

31,684

+15.0% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#192

of 886 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

DARK FOREST CAPITAL MANAGEMENT LP holds $22,557,861 across 11 Packaged Foods names. SJM ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	409,174	$5,507,482
2	MZTI	Marzetti Co	36,504	$4,167,296
3	SJM	J M SMUCKER Co This page	31,684	$3,564,450
4	CPB	CAMPBELL'S Co	135,678	$3,021,549
5	UTZ	Utz Brands, Inc.	222,520	$1,713,404
6	HLF	Herbalife Ltd.	88,786	$1,167,535
7	HRL	Hormel Foods Corp /De/	46,005	$1,141,844
8	SFD	Smithfield Foods Inc	30,548	$741,094

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,564,450	31,684	+15.0%	Shares	Sole	2026-08-14
2026-03-31	$2,656,536	27,546	+188.0%	Shares	Sole	2026-05-15
2025-12-31	$935,454	9,564	-39.0%	Shares	Sole	2026-02-17
2025-09-30	$1,701,979	15,672	-11.5%	Shares	Sole	2025-11-17
2025-06-30	$1,739,613	17,715	+456.7%	Shares	Sole	2025-08-14
2024-12-31	$350,401	3,182	-7.5%	Shares	Sole	2025-02-14
2024-09-30	$416,705	3,441	+22.3%	Shares	Sole	2024-11-14
2023-09-30	$345,745	2,813	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$417,610	2,828	+308.1%	Shares	Sole	2023-08-14
2023-03-31	$109,057	693	+890.0%	Shares	Sole	2023-05-12
2022-12-31	$11,092	70	-84.8%	Shares	Sole	2023-02-13
2022-03-31	$62,559	462	-76.0%	Shares	Sole	2022-05-13
2021-06-30	$249,033	1,922	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.