LECAP ASSET MANAGEMENT LTD

Position in SJM — J M SMUCKER Co

CIK 1990849 LONDON, X0

Position in SJM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,184,625

-$94,555 QoQ

Shares Held

10,530

-20.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#299

of 880 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

LECAP ASSET MANAGEMENT LTD holds $2,938,403 across 3 Packaged Foods names. SJM ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	10,530	$1,184,625
2	DAR	Darling Ingredients Inc.	16,302	$890,415
3	HRL	Hormel Foods Corp /De/	34,785	$863,363

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,184,625	10,530	-20.6%	Shares	Sole	2026-07-30
2026-03-31	$1,279,180	13,264	+300.4%	Shares	Sole	2026-04-30
2025-12-31	$324,044	3,313	-69.0%	Shares	Sole	2026-01-27
2025-09-30	$1,161,151	10,692	-23.9%	Shares	Sole	2025-10-23
2025-03-31	$1,662,594	14,041	+9.2%	Shares	Sole	2025-04-23
2024-12-31	$1,415,372	12,853	+330.7%	Shares	Sole	2025-01-28
2023-12-31	$377,117	2,984	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.