Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$101,161,460
+$27,159,579 QoQ
Shares Held
899,213
+17.2% QoQ
Ownership
0.843%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Derivatives in SJM
reported options exposure · as of Sep 30, 2025CallValue
$32,580
CallShares
300
PutValue
$32,580
PutShares
300
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, 2026BANK OF AMERICA CORP /DE/ holds $1,270,699,874 across 37 Packaged Foods names. SJM ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
6,279,628 | $148,324,809 | |
| 2 | MKC |
Mccormick & Co Inc
|
2,772,136 | $139,771,461 | |
| 3 | DAR |
Darling Ingredients Inc.
|
2,368,566 | $129,371,072 | |
| 4 | GIS |
General Mills Inc
|
3,678,585 | $128,014,755 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
899,213 | $101,161,460 | |
| 6 | MICC |
Magnum Ice Cream Co N.V.
|
4,393,528 | $76,491,320 | |
| 7 | CPB |
CAMPBELL'S Co
|
3,137,396 | $69,869,806 | |
| 8 | FRPT |
Freshpet, Inc.
|
1,180,471 | $69,789,443 |
All Filings in SJM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,161,460 | 899,213 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $74,001,881 | 767,336 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $70,843,095 | 724,293 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $32,580 | 300 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $32,580 | 300 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $69,456,864 | 639,566 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $29,460 | 300 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $76,487,487 | 778,895 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $29,460 | 300 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $96,493,489 | 814,910 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $66,468,207 | 603,598 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $98,330,532 | 811,978 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $84,748,283 | 777,222 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $100,350,356 | 797,254 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $71,944,338 | 569,270 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $95,252,051 | 774,974 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $75,595,223 | 511,920 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $126,357,406 | 802,932 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $89,692,159 | 566,024 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $70,732,344 | 514,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $73,070,281 | 570,817 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $86,527,663 | 639,005 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $92,225,987 | 679,031 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $103,886,802 | 865,507 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $89,067,841 | 687,411 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $98,420,851 | 777,846 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $70,749,395 | 612,019 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $83,029,189 | 718,743 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $75,532,254 | 713,848 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $67,383,882 | 607,062 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||