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Equibles

TWO SIGMA INVESTMENTS, LP

Position in SMPL — Simply Good Foods Co

CIK 1179392 NEW YORK, NY
Back to SMPL Full portfolio

Position in SMPL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$10,564,000
-$7,503,622 QoQ
Shares Held
795,482
-11.6% QoQ
Ownership
0.899%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 300 holders
Holding Since
Jun 2020
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SMPL Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. SMPL ranks #22 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HRL
Hormel Foods Corp /De/
 12,325,712 $305,924,171
2 CPB
CAMPBELL'S Co
 8,046,417 $179,193,706
3 CAG
Conagra Brands Inc.
 13,185,200 $177,472,792
4 SJM
J M SMUCKER Co
 960,763 $108,085,837
5 SFD
Smithfield Foods Inc
 4,238,865 $102,834,864
6 INGR
Ingredion Inc
 840,120 $79,567,765
7 BRBR
Bellring Brands, Inc.
 4,972,303 $64,341,600
8 POST
Post Holdings, Inc.
 639,671 $56,457,362

All Filings in SMPL

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,564,000 795,482
2025-12-31 $18,067,622 899,782
2025-09-30 $9,674,587 389,790
2025-06-30 $279,887 8,860
2025-03-31 $262,951 7,624
2024-03-31 $289,357 8,503
2023-06-30 $1,148,926 31,400
2020-06-30 $1,064,782 57,308