Sivia Capital Partners, LLC

Position in SJM — J M SMUCKER Co

CIK 2012032 Mill Valley, CA

Position in SJM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,800,225

+$1,196,125 QoQ

Shares Held

16,002

+155.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#264

of 880 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sivia Capital Partners, LLC holds $4,703,458 across 5 Packaged Foods names. SJM ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	16,002	$1,800,225
2	DAR	Darling Ingredients Inc.	25,274	$1,380,465
3	HRL	Hormel Foods Corp /De/	29,294	$727,077
4	LW	Lamb Weston Holdings, Inc.	10,119	$436,938
5	GIS	General Mills Inc	10,309	$358,753

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,800,225	16,002	+155.5%	Shares	Sole	2026-07-23
2026-03-31	$604,100	6,264	+80.9%	Shares	Sole	2026-05-13
2025-09-30	$375,973	3,462	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.