Position in SMPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,025,326
+$13,675,617 QoQ
Shares Held
1,056,124
+4233.7% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#21
of 294 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMPL Over Time
Shares Held
Position Value (USD)
Derivatives in SMPL
reported options exposure · as of Dec 31, 2023CallValue
$11,880,000
CallShares
300,000
PutValue
$0
PutShares
0
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, 2026Balyasny Asset Management L.P. holds $415,012,255 across 21 Packaged Foods names. SMPL ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
1,137,274 | $127,943,325 | |
| 2 | FRPT |
Freshpet, Inc.
|
1,424,830 | $84,235,949 | |
| 3 | DAR |
Darling Ingredients Inc.
|
1,407,696 | $76,888,355 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
1,193,319 | $29,618,177 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
2,140,109 | $27,693,010 | |
| 6 | POST |
Post Holdings, Inc.
|
242,483 | $21,401,549 | |
| 7 | SMPL |
Simply Good Foods Co
This page
|
1,056,124 | $14,025,326 | |
| 8 | UTZ |
Utz Brands, Inc.
|
1,018,160 | $7,839,832 |
All Filings in SMPL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,025,326 | 1,056,124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $349,709 | 24,370 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,040,626 | 798,836 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,927,648 | 480,566 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,334,347 | 390,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,910,297 | 55,387 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,963,036 | 460,827 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $470,333 | 13,527 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,118,632 | 1,387,175 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,724,893 | 667,790 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $25,272,284 | 638,189 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $11,880,000 | 300,000 | Call | Sole | 2024-02-14 | |
| 2023-03-31 | $458,269 | 11,523 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $8,872,589 | 233,305 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,948,675 | 623,591 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $6,009,055 | 159,096 | Shares | Other | 2022-08-15 | |
| 2021-03-31 | $364,553 | 11,984 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||