Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$244,649,249
+$117,614,046 QoQ
Shares Held
2,174,660
+65.1% QoQ
Ownership
2.04%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#10
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
$1,447,588
CallShares
14,800
PutValue
$1,447,588
PutShares
14,800
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, 2026GOLDMAN SACHS GROUP INC holds $2,257,691,314 across 42 Packaged Foods names. SJM ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
15,611,412 | $368,741,550 | |
| 2 | GIS |
General Mills Inc
|
7,130,728 | $248,149,333 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
2,174,660 | $244,649,249 | |
| 4 | CAG |
Conagra Brands Inc.
|
12,447,997 | $167,550,038 | |
| 5 | MKC |
Mccormick & Co Inc
|
3,015,957 | $152,064,550 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
5,371,484 | $133,320,230 | |
| 7 | CPB |
CAMPBELL'S Co
|
4,942,269 | $110,064,328 | |
| 8 | DAR |
Darling Ingredients Inc.
|
1,521,693 | $83,114,869 |
All Filings in SJM
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,649,249 | 2,174,660 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $127,035,203 | 1,317,246 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,447,588 | 14,800 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $1,447,588 | 14,800 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $55,854,302 | 571,049 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $1,607,280 | 14,800 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $1,607,280 | 14,800 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $27,800,405 | 255,989 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,516,907 | 453,329 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,453,360 | 14,800 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,453,360 | 14,800 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $1,752,468 | 14,800 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $1,752,468 | 14,800 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $62,059,745 | 524,109 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $1,629,776 | 14,800 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $44,733,165 | 406,222 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $1,629,776 | 14,800 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $1,792,280 | 14,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $65,206,535 | 538,452 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,792,280 | 14,800 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $1,613,792 | 14,800 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $1,613,792 | 14,800 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $79,300,319 | 727,259 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $38,210,228 | 303,569 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $52,970,154 | 419,134 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $41,829,590 | 340,327 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $61,653,849 | 417,511 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $48,487,899 | 308,114 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $33,300,209 | 210,149 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $32,278,020 | 234,903 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $25,636,817 | 200,272 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $23,105,955 | 170,637 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $49,309,178 | 363,048 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $26,030,665 | 216,868 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $27,651,921 | 213,413 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,653,000 | 100,000 | Put | Defined | 2021-05-17 | |
| 2021-03-31 | $29,375,710 | 232,164 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $28,846,129 | 249,534 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $52,867,380 | 457,647 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $52,135,866 | 492,731 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $45,532,755 | 410,205 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||