Position in SMPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,297,531
+$1,898,646 QoQ
Shares Held
549,513
+46.1% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 300 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SMPL Over Time
Shares Held
Position Value (USD)
Derivatives in SMPL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,051,776
PutShares
79,200
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, 2026D. E. Shaw & Co., Inc. holds $465,046,330 across 31 Packaged Foods names. SMPL ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBS |
Jbs N.V.
|
11,276,322 | $133,624,415 | |
| 2 | PPC |
Pilgrims Pride Corp
|
4,702,462 | $132,186,206 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
3,382,302 | $43,766,987 | |
| 4 | INGR |
Ingredion Inc
|
247,723 | $23,461,845 | |
| 5 | NOMD |
Nomad Foods Ltd
|
1,576,819 | $17,266,167 | |
| 6 | KHC |
Kraft Heinz Co
|
598,580 | $14,138,458 | |
| 7 | JJSF |
J&J Snack Foods Corp
|
186,881 | $13,726,409 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
492,214 | $12,216,751 |
All Filings in SMPL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,297,531 | 549,513 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,051,776 | 79,200 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $5,398,885 | 376,229 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,538,474 | 1,620,442 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,211,791 | 411,434 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,864,233 | 90,669 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,723,157 | 78,955 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,607,180 | 195,156 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,963,214 | 200,265 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,607,176 | 72,161 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,128,967 | 150,719 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,093,829 | 78,127 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,169,917 | 33,891 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,696,975 | 73,708 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $774,282 | 19,469 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $450,085 | 11,835 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $495,845 | 15,500 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||