GAMMA Investing LLC

Position in SJM — J M SMUCKER Co

CIK 2010235 FOSTER CITY, CA

Position in SJM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$357,412

+$138,301 QoQ

Shares Held

3,177

+39.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 15 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Jun 30, 2026

GAMMA Investing LLC holds $5,681,768 across 38 Packaged Foods names. SJM ranks #5 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	22,317	$776,631
2	CAG	Conagra Brands Inc.	51,664	$695,397
3	KHC	Kraft Heinz Co	23,904	$564,612
4	CPB	CAMPBELL'S Co	23,784	$529,669
5	SJM	J M SMUCKER Co This page	3,177	$357,412
6	FLO	Flowers Foods Inc	41,166	$325,211
7	MKC	Mccormick & Co Inc	5,961	$300,553
8	INGR	Ingredion Inc	2,373	$224,746

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,412	3,177	+39.8%	Shares	Defined	2026-07-07
2026-03-31	$219,111	2,272	+114.5%	Shares	Defined	2026-04-06
2025-12-31	$103,580	1,059	-55.1%	Shares	Defined	2026-01-05
2025-09-30	$255,861	2,356	-14.2%	Shares	Defined	2025-10-02
2025-06-30	$269,755	2,747	+1.2%	Shares	Defined	2025-07-14
2025-03-31	$321,364	2,714	-26.9%	Shares	Defined	2025-04-15
2024-12-31	$408,765	3,712	-3.6%	Shares	Defined	2025-01-03
2024-09-30	$466,113	3,849	+49.9%	Shares	Defined	2024-10-07
2024-06-30	$279,905	2,567	+81.3%	Shares	Defined	2024-07-02
2024-03-31	$178,231	1,416	0.0%	Shares	Defined	2024-04-05
2023-12-31	$178,954	1,416	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.