Position in SMPL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$125,469
+$125,469 QoQ
Shares Held
9,448
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 298 holders
Holding Since
Mar 2025
2 quarters on record
Derivatives in SMPL
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$361,927
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, 2026Fulcrum Asset Management LLP holds $4,792,895 across 19 Packaged Foods names. SMPL ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
64,066 | $3,499,284 | |
| 2 | INGR |
Ingredion Inc
|
6,035 | $571,574 | |
| 3 | PPC |
Pilgrims Pride Corp
|
8,813 | $247,733 | |
| 4 | POST |
Post Holdings, Inc.
|
2,286 | $201,762 | |
| 5 | SMPL |
Simply Good Foods Co
This page
|
9,448 | $125,469 | |
| 6 | BRBR |
Bellring Brands, Inc.
|
7,361 | $95,251 | |
| 7 | GIS |
General Mills Inc
|
421 | $14,650 | |
| 8 | CAG |
Conagra Brands Inc.
|
616 | $8,291 |
All Filings in SMPL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,469 | 9,448 | Shares | Sole | 2026-08-18 | |
| 2025-03-31 | $361,927 | 0 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||