Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,846,137
-$254,182,172 QoQ
Shares Held
345,299
-88.6% QoQ
Ownership
0.323%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Derivatives in SJM
reported options exposure · as of Dec 31, 2025CallValue
$21,772,506
CallShares
222,600
PutValue
$2,102,915
PutShares
21,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026BARCLAYS PLC holds $416,664,444 across 43 Packaged Foods names. SJM ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
7,007,662 | $94,323,129 | |
| 2 | KHC |
Kraft Heinz Co
|
2,842,581 | $67,141,761 | |
| 3 | GIS |
General Mills Inc
|
1,441,681 | $50,170,497 | |
| 4 | SJM |
J M SMUCKER Co
This page
|
345,299 | $38,846,137 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
799,990 | $34,543,567 | |
| 6 | FRPT |
Freshpet, Inc.
|
453,732 | $26,824,634 | |
| 7 | MKC |
Mccormick & Co Inc
|
463,033 | $23,346,122 | |
| 8 | DAR |
Darling Ingredients Inc.
|
265,733 | $14,514,335 |
All Filings in SJM
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,846,137 | 345,299 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $293,028,309 | 3,038,452 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,102,915 | 21,500 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $21,772,506 | 222,600 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $401,475,913 | 4,104,651 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,486,660 | 253,100 | Put | Sole | 2026-03-31 | |
| 2025-09-30 | $429,953,589 | 3,959,057 | Shares | Sole | 2026-03-31 | |
| 2025-09-30 | $24,174,360 | 222,600 | Call | Sole | 2026-03-31 | |
| 2025-06-30 | $1,747,960 | 17,800 | Put | Sole | 2026-02-27 | |
| 2025-06-30 | $79,849,561 | 813,132 | Shares | Sole | 2026-02-27 | |
| 2025-06-30 | $746,320 | 7,600 | Call | Sole | 2026-02-27 | |
| 2025-03-31 | $53,008,130 | 447,666 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $33,766,865 | 306,637 | Shares | Sole | 2026-03-19 | |
| 2024-12-31 | $5,506,000 | 50,000 | Call | Sole | 2026-03-19 | |
| 2024-09-30 | $6,055,000 | 50,000 | Call | Sole | 2026-03-31 | |
| 2024-09-30 | $37,446,905 | 309,223 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $5,452,000 | 50,000 | Call | Sole | 2026-03-23 | |
| 2024-06-30 | $28,310,709 | 259,636 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $40,550,026 | 322,158 | Shares | Sole | 2026-03-24 | |
| 2024-03-31 | $6,293,500 | 50,000 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $6,319,000 | 50,000 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $45,770,158 | 362,163 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $24,582,000 | 200,000 | Put | Sole | 2026-03-26 | |
| 2023-09-30 | $58,562,926 | 476,470 | Shares | Sole | 2026-03-26 | |
| 2023-09-30 | $24,582,000 | 200,000 | Call | Sole | 2026-03-26 | |
| 2023-06-30 | $38,640,807 | 261,670 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $23,720,064 | 150,728 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $23,556,979 | 148,662 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $14,860,890 | 108,150 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,541,394 | 97,972 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,707,884 | 256,317 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $31,477,914 | 231,762 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,575,931 | 163,092 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $22,227,084 | 171,545 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,705,395 | 187,350 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $289,000 | 2,500 | Put | Sole | 2021-02-11 | |
| 2020-12-31 | $23,318,600 | 201,718 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,819,364 | 145,597 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $288,800 | 2,500 | Put | Sole | 2020-11-12 | |
| 2020-06-30 | $264,525 | 2,500 | Put | Sole | 2020-08-12 | |
| 2020-06-30 | $9,187,376 | 86,829 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $421,800 | 3,800 | Call | Sole | 2020-05-13 | |
| 2020-03-31 | $688,200 | 6,200 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $15,122,307 | 136,237 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||