Position in SJM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$411,895
-$771,997 QoQ
Shares Held
4,271
-64.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Polymer Capital Management (US) LLC holds $4,001,064 across 9 Packaged Foods names. SJM ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
15,710 | $792,412 | |
| 2 | KHC |
Kraft Heinz Co
|
28,215 | $634,555 | |
| 3 | DAR |
Darling Ingredients Inc.
|
9,136 | $565,061 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
12,167 | $514,177 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
4,271 | $411,895 | |
| 6 | SMPL |
Simply Good Foods Co
|
21,197 | $304,176 | |
| 7 | NATR |
Natures Sunshine Products Inc
|
12,066 | $289,463 | |
| 8 | JBSS |
Sanfilippo John B & Son Inc
|
3,432 | $272,260 |
All Filings in SJM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,895 | 4,271 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,183,892 | 12,104 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||