Position in SMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,399,243
+$22,922,812 QoQ
Shares Held
813,379
+52.3% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#18
of 463 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
Derivatives in SMG
reported options exposure · as of Dec 31, 2021CallValue
$2,286,200
CallShares
14,200
PutValue
$2,592,100
PutShares
16,100
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 Agricultural Inputs
Basic Materials · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $129,330,374 across 9 Agricultural Inputs names. SMG ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMG |
Scotts Miracle-Gro Co
This page
|
813,379 | $55,399,243 | |
| 2 | FMC |
Fmc Corp
|
2,829,728 | $32,541,872 | |
| 3 | CF |
CF Industries Holdings, Inc.
|
237,090 | $25,667,363 | |
| 4 | NTR |
Nutrien Ltd.
|
127,631 | $8,034,371 | |
| 5 | CTVA |
Corteva, Inc.
|
31,500 | $2,667,735 | |
| 6 | MOS |
Mosaic Co
|
122,415 | $2,593,973 | |
| 7 | AVD |
American Vanguard Corp
|
732,819 | $2,051,893 | |
| 8 | ICL |
ICL Group Ltd.
|
72,975 | $363,415 |
All Filings in SMG
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,399,243 | 813,379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,476,431 | 534,064 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,476,938 | 333,795 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,855,620 | 278,413 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,433,396 | 36,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,630,944 | 175,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,934,932 | 345,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,302,659 | 510,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,320,534 | 481,410 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,504,060 | 33,571 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,309,667 | 146,034 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,259,919 | 179,178 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,256,548 | 370,977 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,699,536 | 354,166 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,277,972 | 355,587 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,178,673 | 191,314 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $600,369 | 3,729 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $2,286,200 | 14,200 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $2,592,100 | 16,100 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $7,303,364 | 49,900 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $8,909,079 | 60,871 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $6,556,928 | 44,800 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $1,477,784 | 7,700 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $1,900,008 | 9,900 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $5,732,298 | 23,400 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $6,638,687 | 27,100 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $3,749,607 | 18,829 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $677,076 | 3,400 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $917,460 | 6,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $489,312 | 3,200 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $1,686,444 | 11,029 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $363,069 | 2,700 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $336,175 | 2,500 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $6,230,936 | 46,337 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $307,200 | 3,000 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $491,520 | 4,800 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||