Position in SJM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$262,462
-$97,162 QoQ
Shares Held
2,333
-37.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#564
of 880 holders
Holding Since
Dec 2025
3 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, 2026Applied Finance Capital Management, LLC holds $1,488,527 across 3 Packaged Foods names. SJM ranks #3 (17.6% of the industry book) .
All Filings in SJM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,462 | 2,333 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $359,624 | 3,729 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $309,470 | 3,164 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||