Polymer Capital Management (US) LLC

Position in SJM — J M SMUCKER Co

CIK 1973324 NEW YORK, NY

Position in SJM

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

Position Value

$318,825

-$93,070 QoQ

Shares Held

2,834

-33.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#524

of 880 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $2,444,158 across 5 Packaged Foods names. SJM ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	98,626	$1,327,505
2	MKC	Mccormick & Co Inc	10,498	$529,309
3	SJM	J M SMUCKER Co This page	2,834	$318,825
4	SMPL	Simply Good Foods Co	14,098	$187,221
5	FLO	Flowers Foods Inc	10,291	$81,298

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,825	2,834	-33.6%	Shares	Sole	2026-08-14
2026-03-31	$411,895	4,271	-64.7%	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.